Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 8.5M | 27.6B | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.6M | 15.1B | 3.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 4.4M | 14.3B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.6M | 11.8B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.2M | 10.6B | 2.2% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 3.0M | 9.9B | 2.1% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Sep 30, 2025 | 2.3M | 7.6B | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.9M | 6.1B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.8M | 5.9B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.7M | 5.6B | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan.