Reported 62,123 shares, up 788 (1.3%) from the prior quarter.
Reported value 3.7%; share count 1.3% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2023-12-31 | 5036357 |
| 2024-03-31 | 6047493 |
| 2024-06-30 | 7114597 |
| 2024-09-30 | 9835903 |
| 2024-12-31 | 11037626 |
| 2025-03-31 | 11615826 |
| 2025-06-30 | 11574430 |
| 2025-09-30 | 11438437 |
| 2025-12-31 | 11864857 |
| 2026-03-31 | 11798235 |
| 2026-06-30 | 12782958 |
| 2026-09-30 | 12654399 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Reduced | 58,563 | -93 (-0.2%) | 3.9% | $12,654,399 | 2026-10-19 | |
| Q2 2026 | Reduced | 58,656 | -1,478 (-2.5%) | 4.25% | $12,782,958 | 2026-07-21 | |
| Q1 2026 | Reduced | 60,134 | -1,989 (-3.2%) | 4.5% | $11,798,235 | 2026-04-22 | |
| Q4 2025 | Added | 62,123 | +788 (1.3%) | 4.83% | $11,864,857 | 2026-01-08 | |
| Q3 2025 | Reduced | 61,335 | -4,153 (-6.3%) | 5.11% | $11,438,437 | 2025-10-17 | |
| Q2 2025 | Reduced | 65,488 | -1,757 (-2.6%) | 6.13% | $11,574,430 | 2025-07-16 | |
| Q1 2025 | Added | 67,245 | +2,049 (3.1%) | 6.51% | $11,615,826 | 2025-04-29 | |
| Q4 2024 | Added | 65,196 | +8,852 (15.7%) | 6.09% | $11,037,626 | 2025-01-13 | |
| Q3 2024 | Added | 56,344 | +11,991 (27.0%) | 4.99% | $9,835,903 | 2024-10-08 | |
| Q2 2024 | Added | 44,353 | +7,220 (19.4%) | 3.47% | $7,114,597 | 2024-07-16 | |
| Q1 2024 | Added | 37,133 | +3,445 (10.2%) | 2.8% | $6,047,493 | 2024-04-16 | |
| Q4 2023 | New | 33,688 | +33,688 (0.0%) | 2.53% | $5,036,357 | 2024-01-24 |
Who else reported the position
2767 managers reported VANGUARD INDEX FDS for Q4 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Added | 136,148,963 | +2,340,458 | 1.89% | $26,003,090,350 | 51 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Added | 55,273,064 | +1,306,280 | 6.44% | $10,556,602,514 | 51 qtrs |
| MORGAN STANLEY | Reduced | 33,171,922 | -41,121 | 0.38% | $6,335,506,106 | 51 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 20,283,049 | -1,612,916 | 1.15% | $3,873,859,544 | 51 qtrs |
| UBS Group AG | Reduced | 12,641,987 | -959,013 | 0.39% | $2,414,493,097 | 45 qtrs |
| AMERIPRISE FINANCIAL INC | Added | 11,182,864 | +70,343 | 0.48% | $2,135,037,282 | 51 qtrs |
| LPL Financial LLC | Added | 10,741,631 | +158,367 | 0.56% | $2,051,543,878 | 51 qtrs |
| RAYMOND JAMES FINANCIAL INC | Added | 8,759,680 | +836,994 | 0.52% | $1,673,011,156 | 5 qtrs |
| WELLS FARGO & COMPANY MN | Added | 8,241,454 | +536,461 | 0.29% | $1,574,035,390 | 51 qtrs |
| EP Wealth Advisors LLC | Added | 7,915,910 | +5,681,037 | 7.86% | $1,511,859,808 | 1 qtr |
Filing details and methodology As reported
- Report period
- December 31, 2025
- Filed
- January 08, 2026
- Filing type
- 13F-HR
- Position type
- VALUE ETF
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 62,123
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.