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Advisor

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK

Investment data

Data from SEC filings
Securities sold
Number of investors
Top 50 of 7157 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
$1.44B 10.17M
$1.29B 2.99M
$749.94M 1.9M
$706.31M 2.48M
$656.82M 2.33M
$618.07M 188.14K
$612.34M 4.37M
Vanguard Tax-managed Intl FD
$543.79M 10.77M
$530.52M 5.39M
$524.12M 8.18M
$442.08M 1.28M
$433.17M 3.77M
$425.05M 4.97M
$410.66M 2.77M
$388.51M 2.21M
Vanguard Charlotte FDS
$365.63M 6.54M
$345.09M 1.19M
$339.85M 2.51M
$325.62M 4.39M
$323.31M 6.07M
$311.75M 2.85M
$305.28M 4.53M
$280.66M 1.03M
$270.42M 2.12M
$253.87M 9.57M
$250.31M 4.92M
$243.26M 2.28M
$234.06M 3.16M
Vanguard Intl Equity Index F
$231.22M 4.63M
$225.27M 821.26K
$224.99M 1.03M
Vanguard Specialized Funds
$219.81M 1.43M
$214.65M 1.18M
$211.15M 78.89K
$207.8M 1M
Vanguard Star FDS
$206.01M 3.26M
$204.9M 936.04K
$202.8M 597.21K
$197.75M 2.69M
$195.84M 252.57K
$191.52M 2.14M
$184.21M 760.91K
$179.93M 806.32K
$179.16M 67.15K
$178.4M 2.89M
$177.45M 1.8M
$173.18M 1.06M
$172.28M 2.32M
$169.43M 3.36M
$167.7M 2.24M
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial report summary

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Financial reports

No filings

Current reports

No filings

Proxies

No filings

Other

No filings