VANGUARD ADVISERS INC
Clone Performance
May 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
84 tracked positions · as of Mar 31, 2026Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 93.3% | $9,050,550 |
| Financial Services | 3.4% | $330,095 |
| Technology | 1.7% | $162,593 |
| Consumer Cyclical | 0.5% | $44,406 |
| Communication Services | 0.3% | $29,887 |
| Healthcare | 0.3% | $28,007 |
| Consumer Defensive | 0.2% | $20,474 |
| Industrials | 0.2% | $15,853 |
| Energy | 0.1% | $6,350 |
| Utilities | 0.1% | $5,801 |
| Basic Materials | 0.0% | $2,904 |
| Real Estate | 0.0% | $1,162 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 9,583 | $6,232,208 | 64.26% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 4,113 | $2,373,941 | 24.48% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
First | 741 | $343,223 | 3.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 10 | $244,148 | 2.52% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
First | 153 | $94,364 | 0.97% | |
| NVDA |
Nvidia Corp
Technology
|
First | 499 | $87,025 | 0.90% | |
| BX |
Blackstone Inc.
Financial Services
|
First | 378 | $43,466 | 0.45% | |
| MSFT |
Microsoft Corp
Technology
|
First | 67 | $24,801 | 0.26% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 50 | $15,475 | 0.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 54 | $13,199 | 0.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 37 | $10,883 | 0.11% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 110 | $10,576 | 0.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 50 | $10,413 | 0.11% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 62 | $9,069 | 0.09% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 27 | $8,880 | 0.09% | |
| AAPL |
Apple Inc.
Technology
|
First | 32 | $8,121 | 0.08% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 60 | $7,456 | 0.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 24 | $6,884 | 0.07% | |
| SLV |
iShares Silver Trust
|
First | 100 | $6,814 | 0.07% | |
| LMT |
Lockheed Martin Corp
Industrials
|
First | 11 | $6,648 | 0.07% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
First | 15 | $6,509 | 0.07% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 18 | $5,594 | 0.06% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
First | 25 | $5,415 | 0.06% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 45 | $5,413 | 0.06% | |
| BDJ |
BlackRock Enhanced Equity Dividend Trust
Financial Services
|
First | 601 | $5,180 | 0.05% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 100 | $5,020 | 0.05% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 101 | $4,923 | 0.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 8 | $4,577 | 0.05% | |
| CB |
Chubb Ltd
Financial Services
|
First | 14 | $4,563 | 0.05% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 12 | $4,461 | 0.05% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
First | 17 | $4,424 | 0.05% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 55 | $4,267 | 0.04% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 12 | $4,222 | 0.04% | |
| TRIN |
Trinity Capital Inc.
Financial Services
|
First | 277 | $4,074 | 0.04% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 33 | $3,999 | 0.04% | |
| CME |
Cme Group Inc.
Financial Services
|
First | 13 | $3,839 | 0.04% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 21 | $3,562 | 0.04% | |
| AEP |
American Electric Power Co Inc
Utilities
|
First | 27 | $3,539 | 0.04% | |
| MU |
Micron Technology Inc
Technology
|
First | 10 | $3,378 | 0.03% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 22 | $3,177 | 0.03% | |
| MA |
Mastercard Inc
Financial Services
|
First | 6 | $2,997 | 0.03% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
First | 10 | $2,904 | 0.03% | |
| DDS |
Dillard's, Inc.
Consumer Cyclical
|
First | 5 | $2,860 | 0.03% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 18 | $2,795 | 0.03% | |
| DVN |
Devon Energy Corp/De
Energy
|
First | 55 | $2,767 | 0.03% | |
| UNP |
Union Pacific Corp
Industrials
|
First | 11 | $2,668 | 0.03% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
First | 150 | $2,257 | 0.02% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
First | 118 | $2,227 | 0.02% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
First | 23 | $2,218 | 0.02% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 23 | $2,136 | 0.02% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.