speb/financial-data huggingface dataset:
Holder of VTR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 12071978 (value 1213595933; 0.02% of shares outstanding; change 0.02)
Holder of VTR: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 10257342 (value 1031170578; 0.02% of shares outstanding; change 0.00)
Holder of VTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15079664 (value 1515958603; 0.03% of shares outstanding; change 0.02)
Holder of VTR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6086626 (value 519615278; 0.01% of shares outstanding; change 0.00)
Holder of VTR: Income Fund of America
Shares held as of 2026-04-30: 5901726 (value 593300507; 0.01% of shares outstanding; change 0.00)
Holder of VTR: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 5342572 (value 537088756; 0.01% of shares outstanding; change 0.00)
Holder of VTR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5675121 (value 451853149; 0.01% of shares outstanding; change 0.03)
Holder of VTR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 17439395 (value 1753182358; 0.04% of shares outstanding; change 0.03)
Holder of VTR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6143459 (value 524467111; 0.01% of shares outstanding; change 0.01)
Holder of VTR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6078146 (value 611036009; 0.01% of shares outstanding; change 0.00)
Holder of VTR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5730597 (value 519535945; 0.01% of shares outstanding; change 0.01)
Holder of VTR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6257583 (value 629074811; 0.01% of shares outstanding; change 0.02)
Holder of VTR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5876111 (value 590725431; 0.01% of shares outstanding; change 0.03)
Holder of VTRS: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 11905902 (value 193589969; 0.01% of shares outstanding; change -0.08)
Holder of VTRS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 29032622 (value 472070440; 0.02% of shares outstanding; change 0.01)
Holder of VTRS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 26139160 (value 425022747; 0.02% of shares outstanding; change -0.05)
Holder of VTRS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 16851988 (value 274013328; 0.01% of shares outstanding; change -0.05)
Holder of VTRS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 36394546 (value 591775326; 0.03% of shares outstanding; change -0.01)
Holder of VTRS: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-01-31: 20344401 (value 320424315; 0.02% of shares outstanding; change 0.00)
Holder of VTRS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 14709010 (value 239168505; 0.01% of shares outstanding; change 0.00)
Holder of VTRS: T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd.
Shares held as of 2026-03-31: 11324000 (value 178353000; 0.01% of shares outstanding; change -0.09)
Holder of VTRS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 29268757 (value 504593363; 0.03% of shares outstanding; change 0.01)
Holder of VTRS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 26548768 (value 457700754; 0.02% of shares outstanding; change 0.02)
Holder of VTRS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 16905994 (value 291459332; 0.01% of shares outstanding; change 0.00)
Holder of VTRS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 36463346 (value 628628076; 0.03% of shares outstanding; change 0.00)
Holder of VTRS: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-04-30: 20344401 (value 350737468; 0.02% of shares outstanding; change 0.00)
Holder of VTRS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 14759851 (value 232467653; 0.01% of shares outstanding; change 0.00)
Holder of VTRS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 12077314 (value 192391615; 0.01% of shares outstanding; change -0.03)
Holder of VTRS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 13851600 (value 220655992; 0.01% of shares outstanding; change 0.03)
Holder of VTRS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 14899065 (value 234660273; 0.01% of shares outstanding; change 0.01)
Holder of VTRS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 14739251 (value 254104683; 0.01% of shares outstanding; change 0.00)
Holder of VTRS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 14838090 (value 255808668; 0.01% of shares outstanding; change 0.44)
Holder of VTRS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 12031591 (value 208026219; 0.01% of shares outstanding; change 0.00)
Holder of VTRS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 13986099 (value 227553837; 0.01% of shares outstanding; change 0.01)
Holder of VTRS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 15175929 (value 261633012; 0.01% of shares outstanding; change 0.02)
Holder of VTRS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 11542522 (value 198993076; 0.01% of shares outstanding; change -0.04)
Holder of VTRS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 14059753 (value 242390138; 0.01% of shares outstanding; change 0.01)
Holder of VTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 304551 (value 5262641; 0.01% of shares outstanding; change 0.04)
Holder of VTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 659161 (value 11390302; 0.02% of shares outstanding; change -0.04)
Holder of VTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 424107 (value 7328569; 0.01% of shares outstanding; change -0.03)
Holder of VTS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 904287 (value 15626079; 0.02% of shares outstanding; change 0.00)
Holder of VTS: GoodHaven Funds Trust-GoodHaven Fund
Shares held as of 2026-02-28: 383742 (value 6063123; 0.01% of shares outstanding; change -0.04)
Holder of VTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 321788 (value 5119647; 0.01% of shares outstanding; change 0.06)
Holder of VTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 665645 (value 10517191; 0.02% of shares outstanding; change 0.01)
Holder of VTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 425995 (value 6730721; 0.01% of shares outstanding; change 0.00)
Holder of VTS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 904287 (value 14287734; 0.02% of shares outstanding; change 0.00)
Holder of VTS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 704518 (value 12174071; 0.02% of shares outstanding; change 0.03)
Holder of VTS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 858444 (value 15306056; 0.02% of shares outstanding; change -0.01)
Holder of VTS: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-04-30: 326180 (value 5815789; 0.01% of shares outstanding; change -0.03)
Holder of VTS: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 693913 (value 12372468; 0.02% of shares outstanding; change 0.02)
Holder of VTS: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 770593 (value 13739673; 0.02% of shares outstanding; change 0.03)
Holder of VTS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 677051 (value 10927602; 0.02% of shares outstanding; change -0.04)
Holder of VTS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 855266 (value 13803992; 0.02% of shares outstanding; change 0.00)
Holder of VTS: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-05-31: 313692 (value 5062988; 0.01% of shares outstanding; change -0.04)
Holder of VTS: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 703813 (value 11197664; 0.02% of shares outstanding; change 0.02)
Holder of VTS: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 811991 (value 12561500; 0.02% of shares outstanding; change 0.05)
Holder of VTS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 696685 (value 11007623; 0.02% of shares outstanding; change 0.03)
Holder of VTS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 871230 (value 13765434; 0.02% of shares outstanding; change 0.02)
Holder of VTS: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-06-30: 364559 (value 5760032; 0.01% of shares outstanding; change 0.16)
Holder of VTS: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 626734 (value 9902397; 0.02% of shares outstanding; change 1.00)
Holder of VTS: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 706508 (value 11162826; 0.02% of shares outstanding; change 0.00)
Holder of VTS: Gabelli Eqy. Series Fd.s Inc-The Gabelli Global Financial Services Fd.
Shares held as of 2026-06-30: 313767 (value 4992032; 0.01% of shares outstanding; change 0.78)
Holder of VTS: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 852972 (value 13476957; 0.02% of shares outstanding; change 0.05)
Holder of VTSI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 112453 (value 385713; 0.01% of shares outstanding; change 0.00)
Holder of VTSI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 324290 (value 1112314; 0.04% of shares outstanding; change 0.00)
Holder of VTSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 79783 (value 259294; 0.01% of shares outstanding; change 0.67)
Holder of VTSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 38880 (value 126360; 0.00% of shares outstanding; change -0.22)
Holder of VTSI: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 39934 (value 129785; 0.01% of shares outstanding; change 0.50)
Holder of VTSI: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 31624 (value 102778; 0.00% of shares outstanding; change -0.24)
Holder of VTSI: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 52203 (value 169659; 0.01% of shares outstanding; change 0.23)
Holder of VTSI: Perritt Funds Inc-Perritt MicroCap Opportunities Fund
Shares held as of 2026-01-31: 58264 (value 189358; 0.01% of shares outstanding; change 0.00)
Holder of VTSI: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 58264 (value 184988; 0.01% of shares outstanding; change 1.00)
Holder of VTSI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 48841 (value 163617; 0.01% of shares outstanding; change -0.17)
Holder of VTSI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 112453 (value 357038; 0.01% of shares outstanding; change 0.00)
Holder of VTSI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 324290 (value 1029620; 0.04% of shares outstanding; change 0.00)
Holder of VTSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 100556 (value 319265; 0.01% of shares outstanding; change 0.26)
Holder of VTSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 38880 (value 123443; 0.00% of shares outstanding; change 0.00)
Holder of VTSI: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 39934 (value 126790; 0.01% of shares outstanding; change 0.00)
Holder of VTSI: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 29255 (value 92884; 0.00% of shares outstanding; change -0.07)
Holder of VTSI: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 57729 (value 183289; 0.01% of shares outstanding; change 0.11)
Holder of VTSI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 48663 (value 158154; 0.01% of shares outstanding; change 0.00)
Holder of VTSI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 48663 (value 154505; 0.01% of shares outstanding; change 0.00)
Holder of VTSI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 29158 (value 92576; 0.00% of shares outstanding; change -0.01)
Holder of VTVT: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2025-12-31: 3982 (value 132799; 0.00% of shares outstanding; change -0.07)
Holder of VTVT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 31515 (value 1051025; 0.01% of shares outstanding; change 2.41)
Holder of VTVT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 32946 (value 1098749; 0.01% of shares outstanding; change 0.00)
Holder of VTVT: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 1538 (value 51292; 0.00% of shares outstanding; change 1.00)
Holder of VTVT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 15118 (value 484683; 0.00% of shares outstanding; change 0.03)
Holder of VTVT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2524 (value 80919; 0.00% of shares outstanding; change 0.00)
Holder of VTVT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4193 (value 134427; 0.00% of shares outstanding; change 0.09)
Holder of VTVT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4779 (value 153214; 0.00% of shares outstanding; change 0.00)
Holder of VTVT: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 260391 (value 8684039; 0.07% of shares outstanding; change 0.00)
Holder of VTVT: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2026-03-31: 3926 (value 120645; 0.00% of shares outstanding; change -0.01)
Holder of VTVT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 31515 (value 968455; 0.01% of shares outstanding; change 0.00)
Holder of VTVT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 74346 (value 2284652; 0.02% of shares outstanding; change 1.26)
Holder of VTVT: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 1538 (value 50569; 0.00% of shares outstanding; change 0.00)
Holder of VTVT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 5247 (value 168218; 0.00% of shares outstanding; change 0.44)
Holder of VTVT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 15063 (value 532100; 0.00% of shares outstanding; change 0.00)
Holder of VTVT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2524 (value 89160; 0.00% of shares outstanding; change 0.00)
Holder of VTVT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4193 (value 148117; 0.00% of shares outstanding; change 0.00)
Holder of VTVT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4779 (value 168818; 0.00% of shares outstanding; change 0.00)
Holder of VTVT: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 260391 (value 9198312; 0.07% of shares outstanding; change 0.00)
Holder of VTVT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 5282 (value 186586; 0.00% of shares outstanding; change 0.01)
Holder of VTVT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 14732 (value 452714; 0.00% of shares outstanding; change -0.02)
Holder of VTVT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2524 (value 77562; 0.00% of shares outstanding; change 0.00)
Holder of VTVT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4193 (value 128850; 0.00% of shares outstanding; change 0.00)
Holder of VTVT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4779 (value 146858; 0.00% of shares outstanding; change 0.00)
Holder of VTVT: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 260391 (value 8001815; 0.07% of shares outstanding; change 0.00)
Holder of VTVT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 5212 (value 160164; 0.00% of shares outstanding; change -0.01)
Holder of VTVT: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 3156 (value 96983; 0.00% of shares outstanding; change 1.00)
Holder of VUZI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 713385 (value 3281570; 0.01% of shares outstanding; change -0.05)
Holder of VUZI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2063385 (value 9491570; 0.02% of shares outstanding; change 0.10)
Holder of VUZI: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-01-31: 530036 (value 1632510; 0.01% of shares outstanding; change 0.00)
Holder of VUZI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 666059 (value 2051461; 0.01% of shares outstanding; change 0.02)
Holder of VUZI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 334640 (value 766325; 0.00% of shares outstanding; change 0.07)
Holder of VUZI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 386207 (value 1318896; 0.00% of shares outstanding; change 0.08)
Holder of VUZI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 739338 (value 1693083; 0.01% of shares outstanding; change 0.04)
Holder of VUZI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2063385 (value 4725151; 0.02% of shares outstanding; change 0.00)
Holder of VUZI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1705747 (value 7846436; 0.02% of shares outstanding; change 0.02)
Holder of VUZI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 384802 (value 1185190; 0.00% of shares outstanding; change 0.00)
Holder of VUZI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 670939 (value 1536450; 0.01% of shares outstanding; change 0.01)
Holder of VUZI: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 5526363 (value 18872529; 0.07% of shares outstanding; change 0.00)
Holder of VUZI: SPDR SERIES TRUST-State Street SPDR S&P Kensho Future Security ETF
Shares held as of 2026-04-30: 495302 (value 1691456; 0.01% of shares outstanding; change 0.02)
Holder of VUZI: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-04-30: 539155 (value 1234664; 0.01% of shares outstanding; change 0.02)
Holder of VUZI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1639009 (value 5048147; 0.02% of shares outstanding; change -0.04)
Holder of VUZI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 549464 (value 1692349; 0.01% of shares outstanding; change 0.00)
Holder of VUZI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 353830 (value 810270; 0.00% of shares outstanding; change -0.08)
Holder of VUZI: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 5449314 (value 13623285; 0.07% of shares outstanding; change -0.01)
Holder of VUZI: SPDR SERIES TRUST-State Street SPDR S&P Kensho Future Security ETF
Shares held as of 2026-05-31: 510777 (value 1276942; 0.01% of shares outstanding; change 0.03)
Holder of VUZI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1654591 (value 3789013; 0.02% of shares outstanding; change 0.01)
Holder of VUZI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 543800 (value 1245301; 0.01% of shares outstanding; change -0.01)
Holder of VUZI: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 5693552 (value 13038233; 0.07% of shares outstanding; change 0.04)
Holder of VUZI: SPDR SERIES TRUST-State Street SPDR S&P Kensho Future Security ETF
Shares held as of 2026-06-30: 613909 (value 1405851; 0.01% of shares outstanding; change 0.20)
Holder of VVD.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 1761820 (value 60130918; 0.00% of shares outstanding; change 0.01)
Holder of VVD.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5689561 (value 194184723; 0.01% of shares outstanding; change 0.02)
Holder of VVD.DE: TRANSAMERICA FUNDS-Transamerica International Equity
Shares held as of 2026-01-31: 2368923 (value 80851344; 0.00% of shares outstanding; change -0.04)
Holder of VVD.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8836666 (value 301595420; 0.01% of shares outstanding; change 0.01)
Holder of VVD.DE: Capital Income Builder
Shares held as of 2026-03-31: 4745235 (value 161954875; 0.01% of shares outstanding; change 1.00)
Holder of VVD.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 3657285 (value 137148187; 0.00% of shares outstanding; change 1.00)
Holder of VVD.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 2318262 (value 79122284; 0.00% of shares outstanding; change 0.01)
Holder of VVD.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 5284838 (value 180371526; 0.01% of shares outstanding; change 1.00)
Holder of VVD.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5830110 (value 213498621; 0.01% of shares outstanding; change 0.02)
Holder of VVD.DE: Capital Income Builder
Shares held as of 2026-04-30: 4745235 (value 177946312; 0.01% of shares outstanding; change 0.00)
Holder of VVD.DE: TRANSAMERICA FUNDS-Transamerica International Equity
Shares held as of 2026-04-30: 2111123 (value 77309322; 0.00% of shares outstanding; change -0.11)
Holder of VVD.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8823239 (value 323107002; 0.01% of shares outstanding; change 0.00)
Holder of VVD.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4549839 (value 155286009; 0.01% of shares outstanding; change 0.00)
Holder of VVD.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 2187413 (value 74656408; 0.00% of shares outstanding; change 0.01)
Holder of VVD.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 2370321 (value 86801152; 0.00% of shares outstanding; change 0.01)
Holder of VVD.DE: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 2727200 (value 99870061; 0.00% of shares outstanding; change 0.09)
Holder of VVD.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4582774 (value 167821178; 0.01% of shares outstanding; change 0.01)
Holder of VVD.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 2199389 (value 80541622; 0.00% of shares outstanding; change 0.01)
Holder of VVD.DE: American Funds Global Insight Fund
Shares held as of 2026-06-30: 2174216 (value 79619787; 0.00% of shares outstanding; change 0.00)
Holder of VVD.DE: Capital Income Builder
Shares held as of 2026-06-30: 7367830 (value 269809926; 0.01% of shares outstanding; change 0.55)
Holder of VVD.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 11578099 (value 423989973; 0.02% of shares outstanding; change 1.19)
Holder of VVOS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 60629 (value 42440; 0.00% of shares outstanding; change 0.00)
Holder of VVOS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 212700 (value 148889; 0.02% of shares outstanding; change 1.00)
Holder of VVOS: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 1231 (value 574; 0.00% of shares outstanding; change 0.00)
Holder of VVOS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 60991 (value 53062; 0.00% of shares outstanding; change 0.92)
Holder of VVOS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 8350 (value 7264; 0.00% of shares outstanding; change 0.00)
Holder of VVOS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 12072 (value 10502; 0.00% of shares outstanding; change 0.00)
Holder of VVOS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 60629 (value 23833; 0.00% of shares outstanding; change 0.00)
Holder of VVOS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 212700 (value 83612; 0.02% of shares outstanding; change 0.00)
Holder of VVOS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 60769 (value 28336; 0.00% of shares outstanding; change 0.00)
Holder of VVOS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8350 (value 3893; 0.00% of shares outstanding; change 0.00)
Holder of VVOS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 12072 (value 5629; 0.00% of shares outstanding; change 0.00)
Holder of VVOS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 60769 (value 23888; 0.00% of shares outstanding; change 0.00)
Holder of VVOS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8350 (value 3282; 0.00% of shares outstanding; change 0.00)
Holder of VVOS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 12072 (value 4745; 0.00% of shares outstanding; change 0.00)
Holder of VVR: -WisdomTree Private Credit and Alternative Income Digital Fund
Shares held as of 2025-12-31: 9055 (value 27708; 0.00% of shares outstanding; change 0.70)
Holder of VVR: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 257940 (value 768661; 0.00% of shares outstanding; change -0.15)
Holder of VVR: -BHILL Managed Account Completion
Shares held as of 2026-03-31: 397861 (value 1201540; 0.00% of shares outstanding; change 1.00)
Holder of VVR: Advisor Managed Portfolios-Bramshill Income Performance Fund
Shares held as of 2026-03-31: 1330934 (value 4019420; 0.01% of shares outstanding; change 0.46)
Holder of VVR: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 4182233 (value 12379409; 0.03% of shares outstanding; change -0.08)
Holder of VVR: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 110000 (value 325600; 0.00% of shares outstanding; change 1.00)
Holder of VVR: INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund
Shares held as of 2026-03-31: 96227 (value 286756; 0.00% of shares outstanding; change -0.35)
Holder of VVR: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2026-03-31: 518888 (value 1535908; 0.00% of shares outstanding; change 1.00)
Holder of VVR: Starboard Investment Trust-Matisse Discounted Bond CEF Strategy
Shares held as of 2026-03-31: 600000 (value 1776000; 0.00% of shares outstanding; change 0.23)
Holder of VVR: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 32946 (value 99167; 0.00% of shares outstanding; change -0.14)
Holder of VVR: EATON VANCE FLOATING RATE PORTFOLIO/MA-Floating-Rate Portfolio
Shares held as of 2026-04-30: 303506 (value 898377; 0.00% of shares outstanding; change 1.00)
Holder of VVR: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 172472 (value 510517; 0.00% of shares outstanding; change -0.33)
Holder of VVR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 2099465 (value 6319389; 0.01% of shares outstanding; change 0.04)
Holder of VVR: SENIOR DEBT PORTFOLIO-Senior Debt Portfolio (MA)
Shares held as of 2026-04-30: 303506 (value 898377; 0.00% of shares outstanding; change 1.00)
Holder of VVR: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 32946 (value 98179; 0.00% of shares outstanding; change 0.00)
Holder of VVR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 2039926 (value 6038181; 0.01% of shares outstanding; change -0.03)
Holder of VVR: -BHILL Managed Account Completion
Shares held as of 2026-06-30: 710826 (value 2104044; 0.00% of shares outstanding; change 0.79)
Holder of VVR: Advisor Managed Portfolios-Bramshill Income Performance Fund
Shares held as of 2026-06-30: 1579010 (value 4673869; 0.01% of shares outstanding; change 0.19)
Holder of VVR: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-06-30: 424902 (value 1257709; 0.00% of shares outstanding; change 1.00)
Holder of VVR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 2035435 (value 6024887; 0.01% of shares outstanding; change 0.00)
Holder of VVU.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 5129131 (value 12474046; 0.01% of shares outstanding; change 0.22)
Holder of VVU.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6282711 (value 15279552; 0.01% of shares outstanding; change 0.02)
Holder of VVU.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 6421981 (value 15618257; 0.01% of shares outstanding; change 0.00)
Holder of VVU.DE: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-01-31: 2432905 (value 5916824; 0.00% of shares outstanding; change 0.24)
Holder of VVU.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 9498884 (value 23101285; 0.01% of shares outstanding; change 0.00)
Holder of VVU.DE: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 2422775 (value 4579044; 0.00% of shares outstanding; change -0.20)
Holder of VVU.DE: Fidelity Investment Trust-Fidelity International Value Fund
Shares held as of 2026-03-31: 3722937 (value 9054182; 0.00% of shares outstanding; change 0.06)
Holder of VVU.DE: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-03-31: 14680955 (value 35704081; 0.01% of shares outstanding; change 0.00)
Holder of VVU.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 6185285 (value 15042612; 0.01% of shares outstanding; change 0.00)
Holder of VVU.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6374977 (value 12048706; 0.01% of shares outstanding; change 0.01)
Holder of VVU.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 2406774 (value 4548802; 0.00% of shares outstanding; change 0.00)
Holder of VVU.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 2498556 (value 4722270; 0.00% of shares outstanding; change 0.04)
Holder of VVU.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 9587296 (value 18119989; 0.01% of shares outstanding; change 0.01)
Holder of VVU.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4991083 (value 12138313; 0.00% of shares outstanding; change 0.01)
Holder of VVU.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 2623042 (value 6379237; 0.00% of shares outstanding; change 0.00)
Holder of VVU.DE: Fidelity Investment Trust-Fidelity International Value Fund
Shares held as of 2026-05-31: 3722937 (value 7036350; 0.00% of shares outstanding; change 0.00)
Holder of VVU.DE: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 14625555 (value 27642298; 0.01% of shares outstanding; change 0.00)
Holder of VVU.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 6718785 (value 12698503; 0.01% of shares outstanding; change 0.00)
Holder of VVU.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 5032273 (value 9510995; 0.01% of shares outstanding; change 0.01)
Holder of VVU.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 2623042 (value 4957549; 0.00% of shares outstanding; change 0.00)
Holder of VVV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1369793 (value 46230513; 0.01% of shares outstanding; change 0.01)
Holder of VVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2884885 (value 97364868; 0.02% of shares outstanding; change -0.04)
Holder of VVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1860510 (value 62792212; 0.01% of shares outstanding; change -0.04)
Holder of VVV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4009366 (value 135316102; 0.03% of shares outstanding; change 0.00)
Holder of VVV: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 1643472 (value 62977846; 0.01% of shares outstanding; change 0.28)
Holder of VVV: Vanguard Explorer Fund
Shares held as of 2026-01-31: 3501727 (value 134186177; 0.03% of shares outstanding; change 0.33)
Holder of VVV: FMI Funds Inc-Common Stock Fund
Shares held as of 2026-03-31: 2305000 (value 89802797; 0.02% of shares outstanding; change -0.08)
Holder of VVV: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 3889027 (value 140704998; 0.03% of shares outstanding; change -0.07)
Holder of VVV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1421206 (value 56805605; 0.01% of shares outstanding; change 0.04)
Holder of VVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2935472 (value 114365986; 0.02% of shares outstanding; change 0.02)
Holder of VVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1869381 (value 72831082; 0.01% of shares outstanding; change 0.00)
Holder of VVV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4053924 (value 157940875; 0.03% of shares outstanding; change 0.01)
Holder of VVV: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 1543506 (value 60134992; 0.01% of shares outstanding; change -0.02)
Holder of VVV: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 3889027 (value 149027513; 0.03% of shares outstanding; change 0.00)
Holder of VVV: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 1643472 (value 64029667; 0.01% of shares outstanding; change 0.00)
Holder of VVV: Vanguard Explorer Fund
Shares held as of 2026-04-30: 3758427 (value 146428312; 0.03% of shares outstanding; change 0.07)
Holder of VVV: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4293530 (value 163454685; 0.03% of shares outstanding; change 0.02)
Holder of VVV: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 3889027 (value 151516488; 0.03% of shares outstanding; change 0.00)
Holder of VVV: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4319585 (value 168291027; 0.03% of shares outstanding; change 0.01)
Holder of VVV: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 1720685 (value 67037886; 0.01% of shares outstanding; change 0.29)
Holder of VVX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 787051 (value 65427547; 0.03% of shares outstanding; change 0.22)
Holder of VVX: Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund
Shares held as of 2026-02-28: 453639 (value 37783592; 0.01% of shares outstanding; change 0.11)
Holder of VVX: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-02-28: 456028 (value 37982572; 0.01% of shares outstanding; change -0.03)
Holder of VVX: Fidelity Concord Street Trust-Fidelity Small Cap Stock Fund
Shares held as of 2026-02-28: 308434 (value 25689468; 0.01% of shares outstanding; change -0.15)
Holder of VVX: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 642175 (value 53486756; 0.02% of shares outstanding; change 0.00)
Holder of VVX: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 384273 (value 32006098; 0.01% of shares outstanding; change 0.00)
Holder of VVX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 620290 (value 52538561; 0.02% of shares outstanding; change 20.36)
Holder of VVX: Managed Portfolio Series-Reinhart Genesis PMV Fund
Shares held as of 2026-03-31: 244000 (value 20391079; 0.01% of shares outstanding; change -0.03)
Holder of VVX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 992151 (value 82914058; 0.03% of shares outstanding; change 0.26)
Holder of VVX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 647556 (value 53831328; 0.02% of shares outstanding; change 0.15)
Holder of VVX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 280709 (value 23458851; 0.01% of shares outstanding; change 0.19)
Holder of VVX: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 639373 (value 53432401; 0.02% of shares outstanding; change 0.00)
Holder of VVX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 496874 (value 41384635; 0.02% of shares outstanding; change -0.20)
Holder of VVX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 261820 (value 21880297; 0.01% of shares outstanding; change 0.16)
Holder of VVX: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 240783 (value 20122235; 0.01% of shares outstanding; change -0.37)
Holder of VVX: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 967088 (value 81912350; 0.03% of shares outstanding; change 0.00)
Holder of VVX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 622132 (value 51817374; 0.02% of shares outstanding; change -0.04)
Holder of VVX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 470474 (value 39317512; 0.02% of shares outstanding; change -0.05)
Holder of VVX: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 955395 (value 71645069; 0.03% of shares outstanding; change -0.01)
Holder of VVX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 635151 (value 53079568; 0.02% of shares outstanding; change 0.02)
Holder of VVX: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 290348 (value 24264382; 0.01% of shares outstanding; change 1.06)
Holder of VVX: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 907846 (value 75868689; 0.03% of shares outstanding; change -0.05)
Holder of VWAV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 53367 (value 337279; 0.00% of shares outstanding; change -0.21)
Holder of VWAV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 54362 (value 297903; 0.00% of shares outstanding; change 0.96)
Holder of VWAV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 10721 (value 58751; 0.00% of shares outstanding; change 0.00)
Holder of VWAV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 14592 (value 79964; 0.00% of shares outstanding; change 0.96)
Holder of VWAV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 14034 (value 76906; 0.00% of shares outstanding; change 0.53)
Holder of VWAV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 111576 (value 330264; 0.00% of shares outstanding; change 1.09)
Holder of VWAV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 54164 (value 251591; 0.00% of shares outstanding; change 0.00)
Holder of VWAV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 12488 (value 58006; 0.00% of shares outstanding; change 0.16)
Holder of VWAV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 14592 (value 67779; 0.00% of shares outstanding; change 0.00)
Holder of VWAV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 14034 (value 65187; 0.00% of shares outstanding; change 0.00)
Holder of VWAV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 50567 (value 149678; 0.00% of shares outstanding; change -0.07)
Holder of VWAV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 12488 (value 36964; 0.00% of shares outstanding; change 0.00)
Holder of VWAV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 14592 (value 43192; 0.00% of shares outstanding; change 0.00)
Holder of VWAV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 14034 (value 41540; 0.00% of shares outstanding; change 0.00)
Holder of VWSB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 9504189 (value 230666671; 0.01% of shares outstanding; change 0.02)
Holder of VWSB.DE: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd.
Shares held as of 2026-01-31: 4633444 (value 112453688; 0.00% of shares outstanding; change -0.01)
Holder of VWSB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 14740448 (value 357750679; 0.01% of shares outstanding; change 0.01)
Holder of VWSB.DE: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 9218337 (value 215893453; 0.01% of shares outstanding; change -0.01)
Holder of VWSB.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 5138029 (value 123312696; 0.01% of shares outstanding; change 0.00)
Holder of VWSB.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 14895965 (value 357503160; 0.02% of shares outstanding; change 0.07)
Holder of VWSB.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 3714958 (value 90162032; 0.00% of shares outstanding; change 0.01)
Holder of VWSB.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 3933549 (value 95467236; 0.00% of shares outstanding; change 1.00)
Holder of VWSB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 9740387 (value 228119864; 0.01% of shares outstanding; change 0.02)
Holder of VWSB.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 2450844 (value 57398766; 0.00% of shares outstanding; change -0.02)
Holder of VWSB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 14726956 (value 344905310; 0.01% of shares outstanding; change 0.00)
Holder of VWSB.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 7201075 (value 174770093; 0.01% of shares outstanding; change 0.01)
Holder of VWSB.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 3506597 (value 85105110; 0.00% of shares outstanding; change 0.00)
Holder of VWSB.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 3799222 (value 88977779; 0.00% of shares outstanding; change 0.01)
Holder of VWSB.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 7116739 (value 166674027; 0.01% of shares outstanding; change -0.01)
Holder of VWSB.DE: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-05-31: 3128347 (value 73265886; 0.00% of shares outstanding; change 0.15)
Holder of VWSB.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 3527313 (value 82609670; 0.00% of shares outstanding; change 0.01)
Holder of VWSB.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 6145592 (value 143929765; 0.01% of shares outstanding; change 0.20)
Holder of VWSB.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 3933549 (value 92123717; 0.00% of shares outstanding; change 0.00)
Holder of VX1.DE: AMCAP FUND
Shares held as of 2026-03-31: 4621267 (value 1944629097; 0.02% of shares outstanding; change 0.00)
Holder of VX1.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 5930918 (value 2495730222; 0.02% of shares outstanding; change 0.28)
Holder of VX1.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3243775 (value 1210576869; 0.01% of shares outstanding; change 0.00)
Holder of VX1.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 13932891 (value 5862960362; 0.05% of shares outstanding; change 0.01)
Holder of VX1.DE: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 6269142 (value 2339643870; 0.02% of shares outstanding; change 0.15)
Holder of VX1.DE: Investment Co of America
Shares held as of 2026-03-31: 6269142 (value 2673475682; 0.02% of shares outstanding; change 0.15)
Holder of VX1.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 3366011 (value 1256195346; 0.01% of shares outstanding; change 0.00)
Holder of VX1.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 6455161 (value 2716331670; 0.03% of shares outstanding; change 0.01)
Holder of VX1.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8069219 (value 3395527256; 0.03% of shares outstanding; change 0.01)
Holder of VX1.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 5437174 (value 2029153403; 0.02% of shares outstanding; change 0.02)