White River Junction, VTCIK 18028654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
119 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 121.1K | $75.92M | 17.7% | +62 | Added |
| 2 | Vanguard Bd Index Fds | 379.7K | $28.13M | 6.6% | +14.8K | Added |
| 3 | Ishares Tr | 357.9K | $19.29M | 4.5% | +8.7K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 300.3K |
| $18.76M |
| 4.4% |
| +178 |
| Added |
| 5 | Vanguard Index Fds | 78.5K | $16.41M | 3.8% | +29 | Added |
| 6 | Vanguard Charlotte Fds | 328.5K | $15.87M | 3.7% | +14.7K | Added |
| 7 | Dimensional ETF Trust | 394.8K | $15.63M | 3.6% | −5.7K | Reduced |
| 8 | Dimensional ETF Trust | 300.8K | $14.02M | 3.3% | +7.8K | Added |
| 9 | Ishares Tr | 370.6K | $13.86M | 3.2% | +15.2K | Added |
| 10 | Ishares Tr | 53.0K | $13.26M | 3.1% | −231 | Reduced |
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