2026 Q2 Portfolio Activity
In 2026 Q2, Diana Davis Spencer Foundation maintained a portfolio of 2 distinct positions. They heavily accumulated shares in VANGUARD DIV APPREC., increasing the position by 98.4%.
Position History
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Total Positions
2
Quarter
2026 Q2
Top Holding
VOO (62.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Diana Davis Spencer Foundation Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 61.97% | 75.52% |
#1
Prev: #1
|
6.5 |
—
|
154 | 0.3% |
P
S
|
49,829 | $34,223,055 |
$488.59
+45.3%
|
2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | ||
|
VIG
VANGUARD DIV AP...
|
ETF | 38.03% | 24.48% |
#2
Prev: #2
|
8.5 |
—
|
44,024 | 98.4% |
P
S
|
88,754 | $21,000,971 |
$225.30
+9.3%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 |
Showing 1-2 of 2 holdings