Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK

Investment data

Data from SEC filings
Securities sold
Number of investors
Top 50 of 6140 long holdings
End of quarter 30 Jun 20
Value
 
#Shares
 
$923.35M 2.53M
$732.7M 2.36M
$479.54M 2.44M
$468.96M 169.97K
$465.63M 2.29M
$456.7M 1.61M
Vanguard Tax-managed FDS
$393.63M 10.14M
$379.02M 4.03M
$367.43M 6.05M
$343.75M 1.36M
$335.43M 7.47M
$288.92M 2.44M
$280.61M 2.09M
$260.01M 2.95M
Vanguard Charlotte FDS
$250.91M 4.47M
$234.78M 1.16M
$229.76M 4.27M
$218.55M 1.05M
$209.22M 1.17M
$205.4M 3.59M
$195.42M 1.96M
$192.89M 6.89M
$174.81M 2.5M
$173.75M 1.71M
$162.21M 2.37M
$161.71M 1.73M
$159.79M 2.3M
$154.33M 922.11K
Vanguard Intl Equity Index F
$153.5M 3.87M
$151.8M 5.02M
$150.86M 785.72K
Vanguard Specialized Funds
$149.95M 1.28M
$143.62M 1.18M
$140.65M 1.3M
$134.46M 2.46M
Vanguard Star FDS
$133.13M 2.71M
$131.41M 680.09K
$131.28M 1.58M
$128.11M 1.08M
$127.53M 906.66K
$126.43M 556.59K
$124.75M 2.26M
$124.6M 1.19M
First TR Value Line Divid In
$119.88M 3.97M
$116.03M 652.07K
$114.09M 455.24K
$113.4M 406.72K
$110.47M 2.23M
$108.04M 903.55K
$105.44M 856.94K
Holdings list only includes long positions. Only includes long positions.

Calendar

27 Sep 20
31 Dec 20

News

Financial report summary

?

Financial reports

No filings

Current reports

No filings

Proxies

No filings

Other

No filings