T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
3.11%
4.97M
$91.44M
+100.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.68%
4.29M
$78.95M
+1.1%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
2.36%
3.77M
$69.48M
+0.7%
Aug 31, 2026
SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
2.29%
3.66M
$67.36M
+7.5%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
1.94%
3.10M
$57.02M
−0.5%
Jun 30, 2026
VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
1.90%
3.04M
$55.93M
0.0%
May 31, 2026
SmallCap World Fund Inc
1.56%
2.50M
$45.97M
+13.0%
Jun 30, 2026
T. Rowe Price Small-Cap Stock Fund, Inc.
1.46%
2.33M
$42.86M
−0.1%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
1.12%
1.78M
$32.85M
+2.7%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.08%
1.73M
$31.88M
+4.6%
Jun 30, 2026
Institutions report quarterly, up to 45 days after the quarter ends, so these positions can be months old. Change compares the share count with the holder's previous filing. Insider transactions are on the overview page (INSD).