Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Stock Fund | Dec 31, 2017 | 102.0M | 1.2B | 6.7% |
| Dodge & Cox International Stock Fund | Dec 31, 2017 | 67.9M | 827.9M | 4.5% |
| Vanguard/Primecap Fund | Mar 31, 2018 | 44.0M | 625.4M | 2.9% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 38.4M | 468.7M | 2.5% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 27.3M | 332.5M | 1.8% |
| Vanguard/Windsor II | Jan 31, 2018 | 26.3M | 360.2M | 1.7% |
| Primecap Odyssey Stock Fund | Jun 30, 2018 | 17.6M | 224.9M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 17.0M | 217.8M | 1.1% |
| Dodge & Cox Balanced Fund | Dec 31, 2017 | 16.5M | 201.2M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 16.2M | 197.0M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.