Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 7.2M | 480.8M | 1.4% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 5.1M | 340.1M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 4.6M | 307.1M | 0.9% |
| T. Rowe Price Value Fund, Inc. | Sep 30, 2025 | 4.1M | 275.5M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 3.4M | 225.8M | 0.7% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 2.9M | 195.7M | 0.6% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Sep 30, 2025 | 2.3M | 153.6M | 0.5% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 2.3M | 153.1M | 0.5% |
| HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT. | Jul 31, 2025 | 2.2M | 148.8M | 0.4% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Aug 31, 2025 | 2.1M | 142.9M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.