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UHAL · U-Haul Holding Co /NV/ · Held by Funds

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$60.16 -0.01 (-0.02%)
Russell 1000 member Rebalance outlook locked
Market Cap
$11.85B
Shares
194.39M
Volume · Sep 30 110.62K Avg daily vol (3M) 158.59K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding UHAL

196 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 373,355 $24,432,351 0.00%
AMG Yacktman Fund 300,000 $19,632,000 0.27%
VANGUARD SMALL-CAP INDEX FUND 207,613 $13,586,195 0.01%
U.S. SMALL CAP VALUE PORTFOLIO 145,494 $10,316,980 0.05%
Meridian Contrarian Fund 155,000 $10,143,200 1.49%
VANGUARD SMALL-CAP VALUE INDEX FUND 128,340 $8,398,570 0.01%
Dimensional US Small Cap Value ETF 83,557 $5,925,027 0.07%
Bridge Builder Small/Mid Cap Growth Fund 80,586 $5,273,548 0.05%
U.S. Targeted Value Portfolio 67,680 $4,799,189 0.03%
BRUCE FUND 68,000 $4,449,920 1.18%
Dimensional U.S. Targeted Value ETF 61,956 $4,393,300 0.03%
Dimensional U.S. Small Cap ETF 45,904 $3,255,053 0.02%
U.S. SMALL CAP PORTFOLIO 41,530 $2,944,892 0.01%
Dimensional U.S. Core Equity 2 ETF 37,628 $2,668,201 0.01%
iShares Russell Mid-Cap ETF 33,039 $2,162,072 0.00%
Fidelity Mid Cap Index Fund 29,435 $2,087,236 0.00%
NVIT Jacobs Levy Large Cap Growth Fund 27,622 $1,807,584 0.32%
U.S. CORE EQUITY 2 PORTFOLIO 24,475 $1,735,522 0.00%
VANGUARD TOTAL WORLD STOCK INDEX FUND 23,541 $1,669,292 0.00%
NVIT U.S. 130/30 Equity Fund 22,110 $1,446,878 0.11%
Fidelity Total Market Index Fund 21,567 $1,248,514 0.00%
VANGUARD EXTENDED MARKET INDEX FUND 16,662 $1,090,361 0.00%
U.S. CORE EQUITY 1 PORTFOLIO 14,594 $1,034,861 0.00%
VOYA INDEX PLUS MIDCAP PORTFOLIO 15,360 $1,005,158 0.12%
Fidelity Series Total Market Index Fund 17,183 $994,724 0.00%
U.S. Strategic Equity Fund 12,243 $868,151 0.03%
iShares Russell 1000 Value ETF 12,657 $828,274 0.00%
iShares Russell 1000 Growth ETF 11,951 $782,073 0.00%
iShares Core S&P Total U.S. Stock Market ETF 11,314 $740,388 0.00%
iShares Russell Mid-Cap Value ETF 11,305 $739,799 0.00%
THE U.S. LARGE CAP VALUE SERIES 9,000 $638,190 0.00%
John Hancock Multifactor Mid Cap ETF 9,338 $611,079 0.01%
U.S. Sustainability Core 1 Portfolio 8,590 $609,117 0.01%
Nuveen Equity Index Fund 7,288 $516,792 0.00%
Inspire 500 ETF 8,884 $514,295 0.06%
U.S. VECTOR EQUITY PORTFOLIO 7,228 $512,537 0.01%
Nuveen Large Cap Growth Index Fund 6,839 $484,953 0.00%
NVIT Jacobs Levy Large Cap Core Fund 7,072 $462,792 0.18%
Dimensional VA U.S. Targeted Value Portfolio 6,327 $448,648 0.05%
Nationwide U.S. 130/30 Equity Portfolio 5,990 $424,751 0.12%
VANGUARD RUSSELL 1000 VALUE INDEX FUND 7,270 $420,860 0.00%
iShares Russell 1000 ETF 6,203 $405,924 0.00%
Multi-Manager Small Cap Equity Strategies Fund 6,638 $384,274 0.03%
PACE Small/Medium Co Growth Equity Investments 5,377 $381,283 0.15%
JPMorgan U.S. Value Factor ETF 5,057 $358,592 0.04%
Fidelity ZERO Total Market Index Fund 5,045 $357,741 0.00%
Large Cap Index Master Portfolio 5,406 $353,769 0.00%
Dimensional US Core Equity Market ETF 4,837 $342,992 0.00%
VANGUARD RUSSELL 1000 GROWTH INDEX FUND 5,264 $304,733 0.00%
U.S. Sustainability Targeted Value Portfolio 4,292 $304,346 0.05%
Showing 1–50 of 196 positions
Key facts CIK 4457 CUSIP 023586100 13F (30d) 5 filings 5 filers Visit website Investor relations