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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

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NasdaqGS - NasdaqGS Real-time price. Currency in USD

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555.12

-22.63

(-3.92%)

At close: 04:00PM EDT

549.00

-6.12

(-1.10%)

After hours:

07:59PM EDT

Major holders

Currency in USD

0.74%	% of shares held by all insiders
85.22%	% of shares held by institutions
85.86%	% of float held by institutions
3,023	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	36,438,570	30 Dec 2023	8.46%	20,227,778,800
Blackrock Inc.	30,899,510	30 Dec 2023	7.17%	17,152,935,840
FMR, LLC	21,947,230	30 Dec 2023	5.09%	12,183,346,210
State Street Corporation	16,754,208	30 Dec 2023	3.89%	9,300,595,863
Price (T.Rowe) Associates Inc	11,825,121	30 Dec 2023	2.74%	6,564,361,111
Capital World Investors	11,744,636	30 Dec 2023	2.73%	6,519,682,278
JP Morgan Chase & Company	9,288,971	30 Dec 2023	2.16%	5,156,493,536
Capital International Investors	8,889,810	30 Dec 2023	2.06%	4,934,911,283
Geode Capital Management, LLC	8,627,571	30 Dec 2023	2.00%	4,789,337,171
Capital Research Global Investors	6,826,101	30 Dec 2023	1.58%	3,789,305,153

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	13,738,564	30 Dec 2023	3.19%	7,626,551,580
Vanguard 500 Index Fund	10,591,922	30 Dec 2023	2.46%	5,879,787,688
Growth Fund Of America Inc	8,595,709	30 Mar 2024	1.99%	4,771,649,938
Invesco ETF Tr-Invesco QQQ Tr, Series 1 ETF	8,257,707	28 Feb 2024	1.92%	4,584,018,269
Fidelity 500 Index Fund	5,249,291	28 Feb 2024	1.22%	2,913,986,394
SPDR S&P 500 ETF Trust	5,134,186	28 Feb 2024	1.19%	2,850,089,307
iShares Core S&P 500 ETF	4,553,527	28 Feb 2024	1.06%	2,527,753,886
JP Morgan Large Cap Growth Fund	4,001,427	30 Dec 2023	0.93%	2,221,272,136
Vanguard Growth Index Fund	3,912,130	30 Dec 2023	0.91%	2,171,701,586
Fidelity Contrafund Inc	3,850,807	28 Feb 2024	0.89%	2,137,659,963