Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 21.8M | 278.5M | 3.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 21.0M | 268.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 20.8M | 265.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 15.6M | 199.5M | 2.4% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Sep 30, 2025 | 10.7M | 136.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 10.0M | 127.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 7.1M | 90.3M | 1.1% |
| ETF Series Solutions-U.S. Global Jets ETF | Sep 30, 2025 | 6.2M | 78.7M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 4.9M | 63.1M | 0.8% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | Sep 30, 2025 | 4.3M | 55.4M | 0.7% |
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Holders
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