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VANGUARD GROUP INC: SMA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VANGUARD GROUP INC on SMA, newest first. How the timeline and the estimate are built.

VANGUARD GROUP INC held 5,756,523 SMA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,756,523 shares
    Change vs previous 13F +327,227 shares

    <0.01% of the 13F portfolio, value $187,087,000.

    13F-HR 0002100121-26-001018 filed by VANGUARD PORTFOLIO MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • VANGUARD FIDUCIARY TRUST CO: 369,899 shares
    • Vanguard Investments Australia, Ltd.: 51,690 shares
    • VANGUARD ASSET MANAGEMENT, Ltd: 46,269 shares
    • Vanguard Global Advisers, LLC: 21,947 shares
    • VANGUARD CAPITAL MANAGEMENT LLC: 2,367,053 shares
    • VANGUARD PORTFOLIO MANAGEMENT LLC: 2,899,665 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 5,429,296 shares
    Change vs previous 13F +1,852,374 shares

    <0.01% of the 13F portfolio, value $164,399,084.

    13F-HR 0002100121-26-000861 filed by VANGUARD PORTFOLIO MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • VANGUARD FIDUCIARY TRUST CO: 352,609 shares
    • Vanguard Investments Australia, Ltd.: 51,519 shares
    • VANGUARD ASSET MANAGEMENT, Ltd: 36,331 shares
    • Vanguard Global Advisers, LLC: 21,947 shares
    • VANGUARD CAPITAL MANAGEMENT LLC: 2,179,238 shares
    • VANGUARD PORTFOLIO MANAGEMENT LLC: 2,787,652 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,576,922 shares
    Change vs previous 13F +1,967,321 shares

    <0.01% of the 13F portfolio, value $110,669,968.

    13F-HR 0000102909-26-000031 filed by VANGUARD GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,609,601 shares
    Change vs previous 13F +43,733 shares

    <0.01% of the 13F portfolio, value $60,585,381.

    13F-HR 0000102909-25-000353 filed by VANGUARD GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,565,868 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $56,731,398.

    13F-HR 0001752724-25-185843 filed by VANGUARD GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).