VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.17%
2.00M
$193.96M
+0.5%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.29%
1.45M
$140.23M
−0.3%
Jun 30, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF
2.12%
1.34M
$129.42M
+15.6%
Aug 31, 2026
VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
1.87%
1.18M
$114.58M
+20.5%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.45%
916.11K
$88.80M
−0.9%
Jun 30, 2026
AMG Funds-AMG Yacktman Fund
1.43%
900.00K
$87.24M
0.0%
Jun 30, 2026
First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
1.32%
833.12K
$80.75M
+1.1%
Aug 31, 2026
MFS SERIES TRUST XI-MFS Mid Cap Value Fund
1.25%
786.49K
$76.23M
−1.2%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.14%
721.71K
$69.95M
+2.7%
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).