Funds holding Wheels Up Experience Inc
11 funds declare a position · 3 ETFs and 8 other funds · 2.9M $ · US96328L2051
Funds report on different dates: each line carries its own.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,158,025 | 1.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 974,789 | 503.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 804,202 | 479K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 516,559 | 307.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 441,996 | 263.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 161,401 | 96.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 133,910 | 79.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 73,976 | 44.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 63,915 | 33K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 39,161 | 20.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 11,752 | 6.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |