VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.21%
3.64M
$725.81M
−0.5%
Jun 30, 2026
VANGUARD WELLINGTON FUND
3.03%
3.43M
$683.76M
−2.0%
May 31, 2026
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
2.62%
2.97M
$592.15M
+1.4%
Jun 30, 2026
SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
2.43%
2.75M
$549.01M
−23.4%
May 31, 2026
VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
2.19%
2.48M
$495.39M
−0.2%
Jun 30, 2026
AMERICAN BALANCED FUND
1.45%
1.64M
$327.36M
0.0%
Jun 30, 2026
iShares Trust-iShares Core S&P 500 ETF
1.35%
1.53M
$304.49M
−1.3%
Aug 31, 2026
Fidelity Concord Street Trust-Fidelity 500 Index Fund
1.31%
1.49M
$296.77M
+0.4%
Aug 31, 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).