Form 13-F position report

VANGUARD INDEX FDS

Reported by Talisman Wealth Advisors LLC

VTI CUSIP 922908769 Manager CIK 0001962685

Reported 16,090 shares, up 283 (1.8%) from the prior quarter.

Reported value 17.4%; share count 1.8% vs. the prior quarter.

Added
% of reported 13F value 4.43% This manager · Q2 2026
Shares 16,090 Quarter-end amount reported
Reported value $5,953,817 Fair value at quarter end
Consecutive quarters held 15 Through Q2 2026

Reported position value by 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.

Reported position value by quarter
Date Holding Value
2022-12-31 1516000
2023-03-31 1625000
2023-06-30 1759060
2023-09-30 1704271
2023-12-31 1913480
2024-03-31 2104755
2024-06-30 2166384
2024-09-30 2293177
2024-12-31 2361494
2025-03-31 2247837
2025-06-30 2485756
2025-09-30 2684901
2025-12-31 4363074
2026-03-31 5071084
2026-06-30 5953817

Quarterly position history

How this manager's reported quarter-end position changed over time.

15 quarters
Quarterly reported position history for VANGUARD INDEX FDS held by Talisman Wealth Advisors LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 16,090 +283 (1.8%) 4.43% $5,953,817 2026-08-14
Q1 2026 Added 15,807 +2,820 (21.7%) 4.08% $5,071,084 2026-05-15
Q4 2025 Added 12,987 +4,806 (58.7%) 3.39% $4,363,074 2026-02-20
Q3 2025 Added 8,181 +2 (0.0%) 2.22% $2,684,901 2025-11-14
Q2 2025 Unchanged 8,179 0 (0.0%) 2.27% $2,485,756 2025-08-14
Q1 2025 Added 8,179 +31 (0.4%) 2.31% $2,247,837 2025-05-14
Q4 2024 Added 8,148 +21 (0.3%) 2.51% $2,361,494 2025-02-18
Q3 2024 Added 8,127 +29 (0.4%) 2.41% $2,293,177 2024-11-14
Q2 2024 Unchanged 8,098 0 (0.0%) 2.5% $2,166,384 2024-08-14
Q1 2024 Added 8,098 +32 (0.4%) 2.65% $2,104,755 2024-05-15
Q4 2023 Added 8,066 +43 (0.5%) 2.84% $1,913,480 2024-02-14
Q3 2023 Added 8,023 +37 (0.5%) 2.95% $1,704,271 2023-11-14
Q2 2023 Added 7,986 +26 (0.3%) 3.0% $1,759,060 2023-08-10
Q1 2023 Added 7,960 +30 (0.4%) 2.94% $1,625,000 2023-05-11
Q4 2022 New 7,930 +7,930 (0.0%) 3.22% $1,516,000 2023-02-15

Who else reported the position

3781 managers reported VANGUARD INDEX FDS for Q2 2026.

Managers reporting VANGUARD INDEX FDS in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Rakuten Investment Management Inc Reduced 49,708,819 -45,250,657 52.68% $18,249,101,631 4 qtrs
Vanguard Global Advisers LLC Added 38,839,412 +1,923,761 6.7% $14,372,136,016 2 qtrs
VANGUARD ADVISERS INC Added 29,389,176 +898,561 37.0% $10,875,169,273 2 qtrs
Betterment LLC Reduced 23,945,511 -581,196 14.99% $8,860,797,000 47 qtrs
Wealthfront Advisers LLC Added 18,297,773 +328,328 13.01% $6,770,907,824 31 qtrs
MORGAN STANLEY Added 14,876,622 +535,469 0.29% $5,504,946,229 53 qtrs
Bank of America Corporation Added 14,540,049 +252,640 0.35% $5,380,399,669 53 qtrs
WealthNavi Inc Reduced 12,831,750 -103,323 37.2% $4,748,261,000 30 qtrs
LPL Financial LLC Reduced 10,308,028 -17,277 0.86% $3,814,382,583 53 qtrs
NORTHERN TRUST CORPORATION Reduced 9,674,144 -40,907 0.42% $3,579,820,246 53 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 14, 2026
Filing type
13F-HR
Position type
TOTAL STK MKT

Voting authority reported

Sole
0
Shared
0
None
5,953,817

“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.