VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.06%
1.58M
$183.79M
−3.5%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.21%
1.14M
$132.78M
−4.0%
Jun 30, 2026
New Economy Fund
2.07%
1.07M
$124.34M
0.0%
Jun 30, 2026
NEW PERSPECTIVE FUND
1.91%
983.95K
$114.72M
−38.4%
Jun 30, 2026
VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
1.85%
956.90K
$111.57M
−4.8%
May 31, 2026
Columbia Funds Series Trust II-Columbia Select Large Cap Value Fund
1.80%
929.68K
$108.40M
+21.9%
May 31, 2026
Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Select Large
1.56%
805.74K
$93.95M
+42.4%
Jun 30, 2026
Columbia Funds Series Trust II-Columbia Intrinsic Value Fund
1.50%
772.98K
$90.13M
+97.8%
May 31, 2026
Capital World Growth & Income Fund
1.44%
742.81K
$86.61M
0.0%
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).