VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
3.52%
10.24M
$390.79M
−2.6%
Jul 31, 2026
Dodge & Cox Funds-Dodge & Cox Stock Fund
3.49%
10.14M
$387.21M
0.0%
Jun 30, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF
3.41%
9.92M
$378.71M
+2.0%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.93%
8.53M
$325.84M
−0.2%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.12%
6.17M
$235.53M
−0.6%
Jun 30, 2026
VANGUARD WELLESLEY INCOME FUND
1.49%
4.35M
$166.00M
−11.4%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.34%
3.91M
$149.24M
−1.1%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.12%
3.25M
$123.91M
+2.8%
Jun 30, 2026
SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
0.71%
2.07M
$79.08M
−1.1%
Aug 31, 2026
SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF
0.69%
2.00M
$76.44M
+2.3%
May 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).