Idaho's Millennium Permanent Endowment Fund Proxy Records

Idaho's State Treasurer, Julie Ellsworth, is committed to providing transparency on how proxy votes are cast by investment managers hired for the Millennium Permanent Endowment Fund (Millennium Fund).  Proxy votes for the Millennium Fund will be posted the following quarter as available.   Please reach out to the Treasurer's Office with any questions at (208) 334-3200.

 

Quarter 3 – 2022 Millennium Fund Proxy Votes

Vanguard Institutional Index Fund (VIIIX)

Vanguard S&P Mid Cap Index Fund (VSPMX)

Brandes International Small Cap Institutional Fund (BISMX)

Harding Loevner International Equity Institutional Fund (HLIZX)

Tributary Small Cap Institutional Fund (FOSBX)

 

Quarter 4 – 2022 Millennium Fund Proxy Votes

Vanguard Institutional Index Fund (VIIIX)

Vanguard S&P Mid Cap Index Fund (VSPMX)

Brandes International Small Cap Institutional Fund (BISMX)

Harding Loevner International Equity Institutional Fund (HLIZX)

Tributary Small Cap Institutional Fund (FOSBX) : no proxies voted


Quarter 1 – 2023 Millennium Fund Proxy Votes

Vanguard Institutional Index Fund (VIIIX)

Vanguard S&P Mid Cap Index Fund (VSPMX)

Brandes International Small Cap Institutional Fund (BISMX)

Harding Loevner International Equity Institutional Fund (HLIZX)

Tributary Small Cap Institutional Fund (FOSBX) : no proxies voted

 

Quarter 2 – 2023 Millennium Fund Proxy Votes

Vanguard Institutional Index Fund (VIIIX)

Vanguard S&P Mid Cap Index Fund (VSPMX)

Brandes International Small Cap Institutional Fund (BISMX)

Harding Loevner International Equity Institutional Fund (HLIZX)

Tributary Small Cap Institutional Fund (FOSBX)

 

Quarter 3 – 2023 Millennium Fund Proxy Votes

Vanguard Institutional Index Fund (VIIIX)

Vanguard S&P Mid Cap Index Fund (VSPMX)

Brandes International Small Cap Institutional Fund (BISMX)

Harding Loevner International Equity Institutional Fund (HLIZX)

Tributary Small Cap Institutional Fund (FOSBX)

 

Quarter 4 – 2023 Millennium Fund Proxy Votes

Vanguard Institutional Index Fund (VIIIX)

Vanguard S&P Mid Cap Index Fund (VSPMX)

Brandes International Small Cap Institutional Fund (BISMX)

Harding Loevner International Equity Institutional Fund (HLIZX)

Tributary Small Cap Institutional Fund (FOSBX)

 

Quarter 1 – 2024 Millennium Fund Proxy Votes

Vanguard Institutional Index Fund (VIIIX)

Vanguard S&P Mid Cap Index Fund (VSPMX)

Brandes International Small Cap Institutional Fund (BISMX)

Harding Loevner International Equity Institutional Fund (HLIZX)

Tributary Small Cap Institutional Fund (FOSBX)

 

Quarter 2 – 2024 Millennium Fund Proxy Votes

Vanguard Institutional Index Fund (VIIIX)

Vanguard S&P Mid Cap Index Fund (VSPMX)

Brandes International Small Cap Institutional Fund (BISMX)

Harding Loevner International Equity Institutional Fund (HLIZX)

Tributary Small Cap Institutional Fund (FOSBX)

 

Quarter 3 – 2024 Millennium Fund Proxy Votes

Vanguard Institutional Index Fund (VIIIX) - not reported yet

Vanguard S&P Mid Cap Index Fund (VSPMX) - not reported yet

Brandes International Small Cap Institutional Fund (BISMX)

Harding Loevner International Equity Institutional Fund (HLIZX)

Tributary Small Cap Institutional Fund (FOSBX)