Position in WLTH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,278,055
-$23,400 QoQ
Shares Held
254,816
+2.4% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 139 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026VANGUARD FIDUCIARY TRUST CO holds $9,539,150,427 across 165 Software - Application names. WLTH ranks #98 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
10,862,064 | $1,240,230,467 | |
| 2 | UBER |
Uber Technologies, Inc
|
11,446,544 | $825,982,615 | |
| 3 | CRM |
Salesforce, Inc.
|
4,544,198 | $711,894,058 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,585,025 | $594,891,583 | |
| 5 | NOW |
ServiceNow, Inc.
|
5,925,223 | $588,256,139 | |
| 6 | SNOW |
Snowflake Inc.
|
2,218,199 | $564,531,645 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,263,741 | $506,964,796 | |
| 8 | DDOG |
Datadog, Inc.
|
1,900,638 | $494,850,109 |
All Filings in WLTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,278,055 | 254,816 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,301,455 | 248,806 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||