Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 9.6M | 289.2M | 3.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 3.8M | 115.5M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 2.4M | 73.3M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 1.7M | 52.1M | 0.6% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jul 31, 2025 | 934.1K | 28.0M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 917.9K | 27.5M | 0.3% |
| iShares, Inc.-iShares MSCI Japan ETF | Sep 30, 2025 | 918.3K | 27.5M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 886.3K | 26.6M | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jul 31, 2025 | 822.4K | 24.7M | 0.3% |
| BBH Trust-BBH Partner Fund - International Equity | Jul 31, 2025 | 735.3K | 22.1M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.