Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 3.0M | 227.3M | 5.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.8M | 137.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.8M | 134.3M | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 1.6M | 121.0M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 101.6M | 2.4% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 1.3M | 100.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 847.9K | 65.0M | 1.5% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Sep 30, 2025 | 713.1K | 54.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 597.4K | 45.8M | 1.1% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 419.0K | 32.1M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.