Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.1M | 1.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 5.7M | 986.6M | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 3.7M | 639.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 3.3M | 572.4M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 2.4M | 408.0M | 0.9% |
| Fidelity Magellan Fund | Sep 30, 2025 | 2.3M | 398.1M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 2.2M | 381.9M | 0.9% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 1.8M | 311.8M | 0.7% |
| iShares Trust-iShares MSCI USA Min Vol Factor ETF | Sep 30, 2025 | 1.8M | 307.0M | 0.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 1.7M | 297.7M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.