KVH Industries Inc · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $4.73M | 0.00% | 527,571 NS | $1.99T | FIGI |
| Needham Aggressive Growth Fund Needham Funds Inc | — | $2.69M | 0.17% | 300,000 NS | $1.57B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $1.36M | 0.00% | 151,359 NS | $81.50B | FIGI |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | — | $448.0K | 0.04% | 50,000 NS | $1.20B | FIGI |
| Needham Growth Fund Needham Funds Inc | — | $425.6K | 0.23% | 47,500 NS | $185.75M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $338.4K | 0.03% | 37,763 NS | $1.00B | FIGI |
| Needham Small Cap Growth Fund Needham Funds Inc | — | $336.0K | 0.19% | 37,500 NS | $173.42M | FIGI |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | — | $333.8K | 0.06% | 37,250 NS | $529.26M | FIGI |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | — | $293.0K | 0.24% | 32,700 NS | $123.00M | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $286.5K | 0.02% | 31,979 NS | $1.21B | FIGI |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | — | $268.8K | 0.31% | 30,000 NS | $85.36M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $84.2K | 0.00% | 9,399 NS | $30.28B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $81.8K | 0.00% | 9,132 NS | $58.89B | FIGI |
| Small Cap Core Fund Northern Funds | — | $47.1K | 0.01% | 5,262 NS | $342.11M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $41.2K | 0.01% | 4,594 NS | $741.60M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $40.0K | 0.00% | 4,460 NS | $1.86B | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $20.9K | 0.01% | 2,333 NS | $174.05M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $20.2K | 0.00% | 2,253 NS | $876.76M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $13.6K | 0.00% | 1,515 NS | $1.23B | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $8.2K | 0.00% | 910 NS | $185.65M | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $8.1K | 0.00% | 909 NS | $722.25M | FIGI |