Reported 187,722 shares, up 50,998 (37.3%) from the prior quarter.
Reported value 50.4%; share count 37.3% 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 |
|---|---|
| 2021-09-30 | 38068000 |
| 2021-12-31 | 40185000 |
| 2022-03-31 | 45391000 |
| 2022-06-30 | 29320000 |
| 2022-09-30 | 27669000 |
| 2022-12-31 | 29229000 |
| 2023-03-31 | 29985000 |
| 2023-06-30 | 32652000 |
| 2023-09-30 | 30678273 |
| 2023-12-31 | 32433780 |
| 2024-03-31 | 48788906 |
| 2024-06-30 | 47399787 |
| 2024-09-30 | 44334138 |
| 2024-12-31 | 46378547 |
| 2025-03-31 | 43520794 |
| 2025-06-30 | 49274624 |
| 2025-09-30 | 50737056 |
| 2025-12-31 | 50506975 |
| 2026-03-31 | 48251070 |
| 2026-06-30 | 53877119 |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Reduced | 145,598 | -4,806 (-3.2%) | 1.3% | $53,877,119 | 2026-07-31 | |
| Q1 2026 | Reduced | 150,404 | -242 (-0.2%) | 1.33% | $48,251,070 | 2026-05-07 | |
| Q4 2025 | Reduced | 150,646 | -3,960 (-2.6%) | 1.42% | $50,506,975 | 2026-02-10 | |
| Q3 2025 | Reduced | 154,606 | -7,519 (-4.6%) | 1.44% | $50,737,056 | 2025-11-12 | |
| Q2 2025 | Added | 162,125 | +3,775 (2.4%) | 1.49% | $49,274,624 | 2025-08-12 | |
| Q1 2025 | Reduced | 158,350 | -1,681 (-1.1%) | 1.47% | $43,520,794 | 2025-05-05 | |
| Q4 2024 | Added | 160,031 | +3,462 (2.2%) | 1.58% | $46,378,547 | 2025-02-03 | |
| Q3 2024 | Reduced | 156,569 | -20,620 (-11.6%) | 1.51% | $44,334,138 | 2024-10-22 | |
| Q2 2024 | Reduced | 177,189 | -10,533 (-5.6%) | 1.77% | $47,399,787 | 2024-07-30 | |
| Q1 2024 | Added | 187,722 | +50,998 (37.3%) | 1.86% | $48,788,906 | 2024-04-30 | |
| Q4 2023 | Reduced | 136,724 | -7,706 (-5.3%) | 1.36% | $32,433,780 | 2024-02-02 | |
| Q3 2023 | Reduced | 144,430 | -3,799 (-2.6%) | 1.48% | $30,678,273 | 2023-10-31 | |
| Q2 2023 | Added | 148,229 | +1,314 (0.9%) | 1.53% | $32,652,000 | 2023-07-25 | |
| Q1 2023 | Reduced | 146,915 | -5,965 (-3.9%) | 1.52% | $29,985,000 | 2023-04-12 | |
| Q4 2022 | Reduced | 152,880 | -1,293 (-0.8%) | 1.6% | $29,229,000 | 2023-01-27 | |
| Q3 2022 | Reduced | 154,173 | -1,272 (-0.8%) | 1.8% | $27,669,000 | 2022-10-17 | |
| Q2 2022 | Reduced | 155,445 | -43,927 (-22.0%) | 1.82% | $29,320,000 | 2022-07-26 | |
| Q1 2022 | Added | 199,372 | +32,934 (19.8%) | 2.28% | $45,391,000 | 2022-04-27 | |
| Q4 2021 | Reduced | 166,438 | -4,993 (-2.9%) | 2.06% | $40,185,000 | 2022-01-25 | |
| Q3 2021 | Added | 171,431 | +870 (0.5%) | 2.12% | $38,068,000 | 2021-10-19 | |
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Who else reported the position
2824 managers reported VANGUARD TOTAL STOCK MARKET ET for Q1 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 42,938,516 | +4,024,631 | 0.22% | $11,159,720,200 | 44 qtrs |
| Rakuten Investment Management Inc | Added | 40,103,027 | +896,200 | 76.44% | $10,422,776,717 | 18 qtrs |
| Betterment LLC | Reduced | 28,892,340 | -642,084 | 20.15% | $7,509,119,000 | 38 qtrs |
| US BANCORP DE | Reduced | 18,242,851 | -725,356 | 5.97% | $4,285,338,035 | 44 qtrs |
| Wealthfront Advisers LLC | Added | 15,218,820 | +647,937 | 13.84% | $3,955,371,338 | 22 qtrs |
| Bank of America Corporation | Reduced | 12,983,802 | -284,770 | 0.31% | $3,374,490,229 | 44 qtrs |
| LPL Financial LLC | Reduced | 12,508,265 | -1,533,960 | 1.75% | $3,250,898,124 | 44 qtrs |
| MORGAN STANLEY | Added | 12,091,745 | +164,348 | 0.25% | $3,142,645,345 | 44 qtrs |
| WealthNavi Inc | Reduced | 10,551,380 | -32,418 | 36.51% | $2,742,304,000 | 21 qtrs |
| NORTHERN TRUST CORPORATION | Reduced | 9,441,987 | -247,836 | 0.42% | $2,453,972,421 | 44 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2024
- Filed
- April 30, 2024
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 187,722
“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.