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CIK 2054264
13F filing for Q2 2026・No. 3,321
- Holdings
- US$659.52M
- Quarter change
- +US$56.57M
- Entries
- 131
- Net bought (estimate)
- +US$7.43M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 2
- Cut 29
- Added 53
- Corporate actions 0
- Unchanged 38
Largest holdings
131 stocks worth US$659.52M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET ETFTOTAL BND MRKT | Added | 1,063,064 | US$78.04M | 11.83% |
| VUGVANGUARD GROWTH ETFGROWTH ETF | AddedSplit 6:1 | 824,863 | US$71.05M | 10.77% |
| VANGUARD VALUE ETFVALUE ETF | Cut | 299,573 | US$65.29M | 9.90% |
| VANGUARD TOTAL INTERNATIONAL BOND ETFTOTAL INT BD ETF | Added | 1,288,435 | US$62.4M | 9.46% |
| VANGUARD FTSE DEVELOPED MARKETS ETFVAN FTSE DEV MKT | Cut | 771,756 | US$54.99M | 8.34% |
| VANGUARD SHORT-TERM BOND ETFSHORT TRM BOND | Added | 488,983 | US$38.1M | 5.78% |
| VANGUARD SMALL-CAP GROWTH ETFSML CP GRW ETF | Cut | 66,268 | US$24.23M | 3.67% |
| VANGUARD SMALL CAP VALUE ETFSM CP VAL ETF | Cut | 99,603 | US$24.2M | 3.67% |
| VWOVANGUARD FTSE EMERGING MARKETS ETFFTSE EMR MKT ETF | Cut | 302,899 | US$18.08M | 2.74% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFFTSE SMCAP ETF | Cut | 105,235 | US$16.24M | 2.46% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.