Latest investment quarter holder pages

Newest quarter-level CUSIP holder snapshots with direct links into security and holder-period pages.

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Recent holder-quarter signals

Fresh CUSIP holder snapshots to inspect

Open the quarter page first, then inspect the holder rows and linked 13F evidence.

Holder quarter

VIG - VANGUARD SPECIALIZED FUNDS - DIV APP ETF

CUSIP 921908844

Q2 2026 VIG
CIK
921908844
Security
921908844
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
1,399 holders
Period
Q2 2026

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Holder quarter

VB - VANGUARD INDEX FDS - SMALL CP ETF

CUSIP 922908751

Q2 2026 VB
CIK
922908751
Security
922908751
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
1,325 holders
Period
Q2 2026

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Holder quarter

IEFA - ISHARES TR - CORE MSCI EAFE

CUSIP 46432F842

Q2 2026 IEFA
CIK
46432F842
Security
46432F842
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
1,275 holders
Period
Q2 2026

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Holder quarter

DUK - Duke Energy CORP - Common Stock

CUSIP 26441C204

Q2 2026 DUK
CIK
26441C204
Security
26441C204
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
1,190 holders
Period
Q2 2026

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Holder quarter

VYM - VANGUARD WHITEHALL FDS - HIGH DIV YLD

CUSIP 921946406

Q2 2026 VYM
CIK
921946406
Security
921946406
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
1,089 holders
Period
Q2 2026

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Holder quarter

IWD - ISHARES TR - RUS 1000 VAL ETF

CUSIP 464287598

Q2 2026 IWD
CIK
464287598
Security
464287598
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
1,000 holders
Period
Q2 2026

Review the current quarter holder list for this security, then compare the security page for broader CUSIP context.

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