2026 Q1 Portfolio Activity
In 2026 Q1, Diana Davis Spencer Foundation maintained a portfolio of 5 distinct positions. The most significant new addition was VANGUARD DIV APPREC., now representing 24.48% of the total fund value. Conversely, Diana Davis Spencer Foundation completely exited their position in VANGUARD BD INDEX FD INC.
Position History
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Total Positions
5
Quarter
2026 Q1
Top Holding
VOO (75.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Diana Davis Spencer Foundation Full Holdings List — 2026 Q1
| 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 | 75.52% | 10.51% |
#1
3
Prev: #4
|
7.0 |
—
|
no change | no change |
P
S
|
49,675 | $29,683,296 |
$489.40
+38.5%
|
2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
VIG
VANGUARD DIV AP...
|
ETF | 24.48% | — |
#2
Prev: #—
|
9.0 |
—
|
44,730 | — |
NEW
|
44,730 | $9,619,634 |
$215.06
+8.5%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
VCLT
VANGUARD SCOTTS...
|
ETF | 0.00% | 11.80% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-461,000 | -100.0% |
CLOSED
|
— | $— | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.00% | 37.48% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-1,426,000 | -100.0% |
CLOSED
|
— | $— | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.00% | 40.20% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-1,608,100 | -100.0% |
CLOSED
|
— | $— | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-5 of 5 holdings