Diana Davis Spencer Foundation

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Institutional

CIK 0001633391

$39.3M

Reported AUM

Positions

Q1 2026

Period

2026-05-12

Filed

The Brief · Diana Davis Spencer Foundation · Q1 2026

AI · grounded in 13F

Diana Davis Spencer Foundation closed its position in BND, reducing exposure by $119.1M. The fund also exited positions in BIV and VCLT, selling $111.1M and $35M respectively. To offset these exits, the foundation established a new position in VIG valued at $9.6M.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	VOO	VANGUARD INDEX FDS	$681.79	1.66%	20.72%	76.33%	$29.7M	75.52%	—	HELD
2	VIG	VANGUARD DIV APPREC.	$240.06	0.63%	18.96%	61.34%	$9.6M	24.48%	—	HELD

Source: SEC EDGAR · accession 0001398344-26-009007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.