High 4 Mutual Fund Holders of AT&T


The 4 Largest Mutual Fund Holders of AT&T
Fund Holder # Shares Market Worth Date Reported
Vanguard Complete Inventory Market Index Fund Admiral Shares 201 million $6.30 billion Apr 30, 2021
Vanguard 500 Index Fund Admiral Shares 146.70 million $4.60 billion Apr 30, 2021
SPDR S&P 500 ETF Belief 73.20 million $2.35 billion Could 13, 2021
Constancy 500 Index Fund 65.30 million $1.97 billion Mar 31, 2021
Supply: Yahoo! Finance

1. Vanguard Complete Inventory Market Index Fund Admiral Shares (VTSAX)

AT&T’s largest mutual fund holder is the Vanguard Complete Inventory Market Index Fund Admiral Shares (VTSAX). The fund owns greater than 201 million shares of AT&T with a market worth exceeding $6.30 billion as of April 30, 2021.

Vanguard’s VTSAX is designed to supply broad publicity to the entire U.S. inventory market. With roughly $1.2 trillion in property underneath administration (AUM), the VTSAX has an expense ratio of 0.04%, and a five-year annualized return of 17.67% as of April 30, 2021. A minimal funding quantity of $3,000 is required.

Nevertheless, for many who haven’t got the $3,000 preliminary funding, Vanguard additionally provides an exchange traded fund (ETF) referred to as the Vanguard Complete Inventory Market ETF (VTI). The VTI has an identical make-up to the VTSAX and the preliminary funding price is the worth of 1 share.

2. Vanguard 500 Index Fund Admiral Shares (VFIAX)

AT&T’s second-largest mutual fund holder is the Vanguard 500 Index Fund Admiral Shares (VFIAX), which owns 146.7 million shares for a market worth of $4.60 billion as of April 30, 2021.

The VFIAX supplies publicity to 500 of the biggest U.S. firms throughout numerous industries mirroring the Standard and Poor’s 500 index (S&P 500). The VFIAX had roughly $732 billion in property underneath administration, an expense ratio of 0.04%, and a five-year annualized return of 17.38% as of April 30, 2021.

Though the VFIAX has a minimal funding requirement of $3,000, Vanguard additionally provides an ETF model referred to as the Vanguard S&P 500 ETF (VOO). The VOO has comparable holdings to the VFIAX and its preliminary price is the worth of 1 share.

3. SPDR S&P 500 ETF Belief (SPY)

AT&T’s third-largest mutual fund holder of its inventory is the favored SPDR S&P 500 ETF Belief (SPY), which is managed by State Road World Advisors. The SPY ETF tracks the S&P 500 index and is invested in 505 shares.

The SPY owns 73.20 million shares of AT&T for an approximate market worth of $2.35 billion as of Could 13, 2021. The SPDR SPY has $358.4 billion in property underneath administration with an expense ratio of .0945%. The SPY has a five-year annualized return of 17.25% as of April 30, 2021.

4. Constancy 500 Index Fund (FXAIX)

AT&T’s fourth-largest mutual fund holder of the corporate’s inventory is the Constancy 500 Index Fund (FXAIX), which has $328 billion in property underneath administration. The FXAIX additionally tracks the S&P 500 Index following a passively managed technique.

The FXAIX owns practically 65.30 million shares of AT&T representing practically $1.97 billion in market worth as of March 31, 2021. Constancy’s FXAIX has an expense ratio of .015%, no funding minimal, and a five-year annualized return of 14.41% as of April 30, 2021.



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