Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Adventist Health System/ West (CIK 1802516) reported $563.9M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($264.6M, 46.93%), VEA ($72.5M, 12.86%), VONV ($64.9M, 11.52%), IXUS ($47.9M, 8.49%), ITOT ($45.7M, 8.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $264.6M | 46.93% | 405,108 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $72.5M | 12.86% | 1.1M | Hold |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | $64.9M | 11.52% | 692,800 | Hold |
| 4 | IXUS | ISHARES TR | $47.9M | 8.49% | 552,898 | Added |
| 5 | ITOT | ISHARES TR | $45.7M | 8.11% | 321,151 | Hold |
| 6 | VTIP | VANGUARD MALVERN FDS | $28.6M | 5.08% | 572,974 | Trimmed |
| 7 | VOT | VANGUARD INDEX FDS | $24.9M | 4.42% | 96,768 | Hold |
| 8 | VBK | VANGUARD INDEX FDS | $11.5M | 2.04% | 38,149 | Hold |
| 9 | VTI | VANGUARD INDEX FDS | $1.3M | 0.22% | 3,950 | New |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $852,987 | 0.15% | 10,308 | New |
| 11 | IEFA | ISHARES TR | $383,576 | 0.07% | 4,237 | New |
| 12 | IEMG | ISHARES INC | $390,670 | 0.07% | 5,601 | New |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $256,201 | 0.05% | 3,232 | New |
Source: SEC Form 13F filings · as of 2026-03-31