Savant Capital, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,838 positions
VANGUARD BD INDEX FDS | 35.7M | $2.6B | 7.7% | $71.88 | +0.01% | 29 qtrssince 2019-Q2 | Increased 100 |
VANGUARD INDEX FDS | 5.4M | $1.9B | 5.5% | $324.67 | +15.67% | 30 qtrssince 2019-Q1 | Increased 100 |
VANGUARD CHARLOTTE FDS | 38.5M | $1.9B | 5.5% | $47.27 | +0.25% | 29 qtrssince 2019-Q2 | Increased 100 |
AMERICAN CENTY ETF TR | 19.1M | $1.8B | 5.4% | $52.30 | +83.92% | 16 qtrssince 2022-Q3 | Increased 63 |
AMERICAN CENTY ETF TR | 11.7M | $1.2B | 3.5% | $59.06 | +90.23% | 21 qtrssince 2021-Q2 | Increased 59 |
DIMENSIONAL ETF TRUST | 32.4M | $1.1B | 3.2% | $28.12 | +24.68% | 9 qtrssince 2024-Q2 | Increased 65 |
DIMENSIONAL ETF TRUST | 25.5M | $1B | 3.0% | $33.18 | +25.84% | 15 qtrssince 2022-Q4 | Increased 66 |
DIMENSIONAL ETF TRUST | 25M | $976.1M | 2.9% | $32.58 | +22.77% | 14 qtrssince 2023-Q1 | Increased 70 |
J P MORGAN EXCHANGE TRADED F | 12.5M | $906.7M | 2.7% | $57.72 | +27.71% | 12 qtrssince 2023-Q3 | Increased 60 |
DIMENSIONAL ETF TRUST | 15.2M | $839.1M | 2.5% | $32.00 | +78.55% | 17 qtrssince 2022-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 13.6M | $603.6M | 1.8% | $34.26 | +32.44% | 21 qtrssince 2021-Q2 | Increased 55 |
DIMENSIONAL ETF TRUST | 10.5M | $574.1M | 1.7% | $34.76 | +68.78% | 20 qtrssince 2021-Q3 | Increased 59 |
VANGUARD TAX-MANAGED FDS | 8.2M | $559.9M | 1.6% | $61.29 | +18.81% | 30 qtrssince 2019-Q1 | Increased 80 |
DIMENSIONAL ETF TRUST | 15.3M | $444.6M | 1.3% | $26.40 | +9.05% | 14 qtrssince 2023-Q1 | Increased 59 |
VANGUARD SCOTTSDALE FDS | 6.5M | $384.2M | 1.1% | $58.52 | -1.29% | 9 qtrssince 2024-Q2 | Increased 54 |
DIMENSIONAL ETF TRUST | 5.4M | $375M | 1.1% | $46.09 | +53.94% | 21 qtrssince 2021-Q2 | Increased 55 |
VANGUARD INDEX FDS | 556,625 | $362.2M | 1.1% | $575.19 | +21.85% | 30 qtrssince 2019-Q1 | Increased 79 |
APPLE INC | 1.2M | $362M | 1.1% | $213.26 | +47.87% | 30 qtrssince 2019-Q1 | Increased 69 |
VANGUARD MALVERN FDS | 7M | $353.1M | 1.0% | $48.20 | +3.18% | 14 qtrssince 2023-Q1 | Increased 79 |
SPDR SERIES TRUST | 3M | $323.8M | 1.0% | $93.17 | +29.50% | 27 qtrssince 2019-Q4 | Increased 70 |
Savant Capital, LLC manages $34.1B across 1838 positions as of Q2 2026. Top holdings: BND (7.7%), VTI (5.5%), BNDX (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 415 new positions, 77 exits, 1110 increased. Top move: BND (INCREASED, conviction 100). Portfolio: $34.1B across 1838 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR