Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 7.8M | 405.1M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 7.6M | 398.4M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 5.4M | 282.7M | 1.7% |
| Price (T.Rowe) Capital Appreciation Fund | Jun 30, 2018 | 5.3M | 261.5M | 1.7% |
| Vanguard/Wellesley Income Fund | Mar 31, 2018 | 4.3M | 203.9M | 1.4% |
| iShares Select Dividend ETF | Jun 30, 2018 | 3.5M | 174.7M | 1.1% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 3.5M | 174.4M | 1.1% |
| Select Sector SPDR Fund-Utilities | Jun 30, 2018 | 3.5M | 174.9M | 1.1% |
| Vanguard Fenway Funds-Equity Income Fund | Mar 31, 2018 | 3.2M | 152.7M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 3.2M | 167.7M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.