Reported 37,471 shares, down 16,598 (30.7%) from the prior quarter.
Reported value -34.6%; share count -30.7% 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 | 12337000 |
| 2021-12-31 | 13054000 |
| 2022-03-31 | 8531000 |
| 2022-06-30 | 6646000 |
| 2022-09-30 | 5969000 |
| 2022-12-31 | 5970518 |
| 2023-03-31 | 6651004 |
| 2023-06-30 | 6106293 |
| 2023-09-30 | 6101949 |
| 2023-12-31 | 13245642 |
| 2024-03-31 | 14908538 |
| 2024-06-30 | 14896551 |
| 2024-09-30 | 15771350 |
| 2024-12-31 | 16760159 |
| 2025-03-31 | 16842980 |
| 2025-06-30 | 19199306 |
| 2025-09-30 | 20527525 |
| 2025-12-31 | 27875734 |
| 2026-03-31 | 26000561 |
| 2026-06-30 | 28862316 |
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 | 77,998 | -3,048 (-3.8%) | 0.42% | $28,862,316 | 2026-08-11 | |
| Q1 2026 | Reduced | 81,046 | -2,098 (-2.5%) | 0.42% | $26,000,561 | 2026-05-15 | |
| Q4 2025 | Added | 83,144 | +20,593 (32.9%) | 0.47% | $27,875,734 | 2026-02-17 | |
| Q3 2025 | Reduced | 62,551 | -430 (-0.7%) | 0.37% | $20,527,525 | 2025-11-14 | |
| Q2 2025 | Added | 62,981 | +1,698 (2.8%) | 0.5% | $19,199,306 | 2025-07-25 | |
| Q1 2025 | Added | 61,283 | +3,454 (6.0%) | 0.57% | $16,842,980 | 2025-05-08 | |
| Q4 2024 | Added | 57,829 | +2,299 (4.1%) | 0.55% | $16,760,159 | 2025-02-14 | |
| Q3 2024 | Added | 55,530 | +41 (0.1%) | 0.52% | $15,771,350 | 2024-10-30 | |
| Q2 2024 | Reduced | 55,489 | -1,874 (-3.3%) | 0.56% | $14,896,551 | 2024-08-06 | |
| Q1 2024 | Added | 57,363 | +1,526 (2.7%) | 0.57% | $14,908,538 | 2024-05-07 | |
| Q4 2023 | Added | 55,837 | +27,110 (94.4%) | 0.55% | $13,245,642 | 2024-02-08 | |
| Q3 2023 | Added | 28,727 | +1,006 (3.6%) | 0.64% | $6,101,949 | 2023-10-24 | |
| Q2 2023 | Reduced | 27,721 | -4,866 (-14.9%) | 0.67% | $6,106,293 | 2023-08-02 | |
| Q1 2023 | Added | 32,587 | +1,359 (4.4%) | 0.71% | $6,651,004 | 2023-05-04 | |
| Q4 2022 | Reduced | 31,228 | -2,028 (-6.1%) | 0.68% | $5,970,518 | 2023-02-01 | |
| Q3 2022 | Reduced | 33,256 | -1,979 (-5.6%) | 0.69% | $5,969,000 | 2022-11-02 | |
| Q2 2022 | Reduced | 35,235 | -2,236 (-6.0%) | 0.69% | $6,646,000 | 2022-08-04 | |
| Q1 2022 | Reduced | 37,471 | -16,598 (-30.7%) | 0.77% | $8,531,000 | 2022-05-05 | |
| Q4 2021 | Reduced | 54,069 | -1,350 (-2.4%) | 0.98% | $13,054,000 | 2022-02-07 | |
| Q3 2021 | Reduced | 55,419 | -704 (-1.3%) | 1.01% | $12,337,000 | 2021-11-12 | |
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Who else reported the position
2260 managers reported VANGUARD TOTAL STOCK MARKET ET for Q1 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Betterment LLC | Added | 27,620,161 | +3,118 | 20.01% | $6,288,282,000 | 30 qtrs |
| VANGUARD GROUP INC | Added | 22,492,624 | +1,354,069 | 0.12% | $5,120,896,000 | 36 qtrs |
| Rakuten Investment Management Inc | Added | 19,773,927 | +2,596,400 | 72.18% | $4,570,940,965 | 10 qtrs |
| US BANCORP DE | Reduced | 15,297,398 | -2,161,488 | 5.8% | $3,482,757,000 | 36 qtrs |
| Wealthfront Advisers LLC | Added | 12,941,742 | +690,235 | 12.91% | $2,946,447,000 | 14 qtrs |
| LPL Financial LLC | Added | 12,732,969 | +3,368,171 | 2.49% | $2,898,915,000 | 36 qtrs |
| Bank of America Corporation | Reduced | 12,475,367 | -132,201 | 0.28% | $2,840,268,000 | 36 qtrs |
| Creative Planning | Added | 10,678,872 | +5,059,821 | 3.77% | $2,431,259,000 | 36 qtrs |
| MORGAN STANLEY | Added | 9,940,786 | +141,932 | 0.31% | $2,263,218,000 | 36 qtrs |
| MBB PUBLIC MARKETS I LLC | Added | 9,909,644 | +67,159 | 46.44% | $2,256,129,000 | 2 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2022
- Filed
- May 05, 2022
- Filing type
- 13F-HR
- Position type
- TOTAL STK MKT
Voting authority reported
- Sole
- 37,471
- Shared
- 0
- None
- 0
“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.