Reported 6,181 shares, down 22 (0.4%) from the prior quarter.
Reported value -5.5%; share count -0.4% 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 | 1887621 |
| 2024-03-31 | 2344892 |
| 2024-06-30 | 2408001 |
| 2024-09-30 | 1788215 |
| 2024-12-31 | 1796932 |
| 2025-03-31 | 1698373 |
| 2025-06-30 | 1862328 |
| 2025-09-30 | 2019311 |
| 2025-12-31 | 2515572 |
| 2026-03-31 | 2380770 |
| 2026-06-30 | 2784414 |
| 2026-09-30 | 2826388 |
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 | Added | 7,552 | +27 (0.4%) | 0.64% | $2,826,388 | 2026-10-28 | |
| Q2 2026 | Added | 7,525 | +104 (1.4%) | 0.65% | $2,784,414 | 2026-07-13 | |
| Q1 2026 | Reduced | 7,421 | -82 (-1.1%) | 0.7% | $2,380,770 | 2026-05-06 | |
| Q4 2025 | Added | 7,503 | +1,350 (21.9%) | 0.87% | $2,515,572 | 2026-01-26 | |
| Q3 2025 | Added | 6,153 | +25 (0.4%) | 0.59% | $2,019,311 | 2025-11-07 | |
| Q2 2025 | Reduced | 6,128 | -53 (-0.9%) | 0.61% | $1,862,328 | 2025-07-15 | |
| Q1 2025 | Reduced | 6,181 | -22 (-0.4%) | 0.65% | $1,698,373 | 2025-05-14 | |
| Q4 2024 | Reduced | 6,203 | -112 (-1.8%) | 0.67% | $1,796,932 | 2025-02-14 | |
| Q3 2024 | Reduced | 6,315 | -2,671 (-29.7%) | 0.7% | $1,788,215 | 2024-11-13 | |
| Q2 2024 | Reduced | 8,986 | -43 (-0.5%) | 1.0% | $2,408,001 | 2024-08-06 | |
| Q1 2024 | Added | 9,029 | +1,072 (13.5%) | 1.02% | $2,344,892 | 2024-05-15 | |
| Q4 2023 | New | 7,957 | +7,957 (0.0%) | 0.66% | $1,887,621 | 2024-02-15 |
Who else reported the position
3289 managers reported VANGUARD TOTAL STOCK MARKET ET for Q1 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 55,916,401 | +2,195,553 | 0.28% | $15,368,062,512 | 48 qtrs |
| Rakuten Investment Management Inc | Added | 45,463,779 | +2,367,334 | 56.9% | $12,431,161,091 | 1 qtr |
| Betterment LLC | Reduced | 26,094,613 | -874,483 | 17.01% | $7,171,843,000 | 42 qtrs |
| Wealthfront Advisers LLC | Added | 15,971,439 | +344,795 | 11.78% | $4,389,590,295 | 26 qtrs |
| MORGAN STANLEY | Added | 13,389,185 | +559,205 | 0.26% | $3,679,884,334 | 48 qtrs |
| Bank of America Corporation | Added | 13,174,684 | +8,956 | 0.29% | $3,620,929,968 | 48 qtrs |
| LPL Financial LLC | Added | 12,996,720 | +90,381 | 1.39% | $3,572,018,438 | 48 qtrs |
| WealthNavi Inc | Added | 11,457,212 | +345,712 | 35.04% | $3,148,900,000 | 25 qtrs |
| NORTHERN TRUST CORPORATION | Added | 9,763,667 | +378,147 | 0.4% | $2,683,446,238 | 48 qtrs |
| HB Wealth Management LLC | Added | 8,458,435 | +584,628 | 18.63% | $2,224,715,630 | 14 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2025
- Filed
- May 14, 2025
- Filing type
- 13F-HR
- Position type
- STOK
Voting authority reported
No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.
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.