13F Insight
DOSSIER · 13F-HR · Q2 2026

Diana Davis Spencer Foundation

$55M in tracked AUM across 2 positions as of Q2 2026.

DD
CIK 0001633391 · last filed Jun 30, 2026
Total AUM
$55M
as of Q2 2026
Holdings
2
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The Diana Davis Spencer Foundation has undergone a drastic transformation in its investment portfolio between the second and third quarters of 2025. The total portfolio value has collapsed by approximately 87.7%, dropping from $291.90 million to $35.80 million. This reduction is not solely due to market performance but is primarily driven by a significant deconsolidation of assets, as evidenced by the exit of three major positions. The portfolio has shifted from a diversi...

Key Holdings

The portfolio is currently entirely composed of the Vanguard Core Bond Fund ETF (VCLT), a position valued at $35.80 million. This holding represents 100% of the foundation's reported assets. The foundation holds 461,000 shares of VCLT. VCLT is an investment-grade corporate bond ETF that focuses on the intermediate-term portion of the bond market. By allocating the entire portfolio to this specific vehicle, the foundation has effectively removed all equity exposure from its reported 13F portfolio, concentrating its interest solely on the fixed-income market, specifically within the corporate bond space.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$34M50K62.0%02
VIG
VANGUARD DIV APPREC.
$21M89K38.0%

Filing history

2026Q2Jun 30
$55M▲ 40.5%
2 positionsView →2026Q1Mar 31
$39M▼ 86.7%
2 positionsView →2025Q4Dec 31
$296M▲ 727.7%
4 positionsView →2025Q3Sep 30
$36M▼ 87.7%
1 positionsView →2025Q2Jun 30
$292M▲ 734.1%
4 positionsLocked2025Q1Mar 31
$35M▼ 87.7%
1 positionsLocked2024Q4Dec 31
$283M▼ 4.3%
4 positionsLocked2024Q3Sep 30
$296M▲ 4.9%
4 positionsLocked2024Q2Jun 30
$282M▲ 8.5%
4 positionsLocked2024Q1Mar 31
$260M▼ 1.4%
3 positionsLocked2023Q4Dec 31
$264M▲ 6.3%
3 positionsLocked2023Q3Sep 30
$248M▼ 4.6%
3 positionsLocked
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