Lumbard & Kellner, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
Lumbard & Kellner, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$566,203
-6.1%
4,1050.0%0.38%
+11.9%
Q2 2023$603,000
+4.5%
4,1050.0%0.34%
+15.9%
Q1 2023$577,000
+0.1%
4,1050.0%0.29%
+2.8%
Q4 2022$576,219
+13.7%
4,1050.0%0.28%
+8.0%
Q3 2022$507,000
-6.3%
4,1050.0%0.26%
-5.4%
Q2 2022$541,000
-10.9%
4,1050.0%0.28%
+16.5%
Q1 2022$607,000
+1.7%
4,1050.0%0.24%
+5.3%
Q4 2021$597,000
+1.0%
4,105
-6.0%
0.22%
-3.0%
Q3 2021$591,000
-1.5%
4,3650.0%0.23%0.0%
Q2 2021$600,000
+1.0%
4,3650.0%0.23%
+11.0%
Q1 2021$594,000
+35.0%
4,365
+17.2%
0.21%
+20.8%
Q4 2020$440,0003,7250.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,152,956$107,236,00029.17%
Coyle Financial Counsel LLC 106,833$9,937,00021.42%
Horizon Investments, LLC 3,101,206$288,443,00019.88%
INR ADVISORY SERVICES LLC 1,201,125$111,717,00018.63%
FOUNDERS FINANCIAL SECURITIES LLC 452,957$42,130,00017.50%
Cornerstone Management, Inc. 309,132$28,752,36716.48%
EP Wealth Advisors, LLC 1,388,352$110,318,00016.12%
Permanens Capital L.P. 384,283$35,742,00015.09%
Cable Hill Partners, LLC 354,005$32,926,00014.88%
Garde Capital, Inc. 499,539$46,462,00013.37%
View complete list of VANGUARD INDEX FDS shareholders