Lumbard & Kellner, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 619 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 0.52 and the average weighting 2.5%.

Quarter-by-quarter ownership
Lumbard & Kellner, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,479,488
-7.6%
16,381
-0.6%
2.31%
+10.0%
Q2 2023$3,764,216
+1.0%
16,488
-8.7%
2.10%
+12.0%
Q1 2023$3,727,246
+6.0%
18,068
-1.8%
1.88%
+8.9%
Q4 2022$3,516,558
+0.2%
18,393
-1.2%
1.72%
-3.9%
Q2 2022$3,511,000
-60.2%
18,618
-52.0%
1.79%
-48.0%
Q1 2022$8,824,000
+1.4%
38,756
+1.0%
3.44%
+5.0%
Q4 2021$8,705,000
-0.0%
38,381
-2.1%
3.28%
-3.9%
Q3 2021$8,709,000
-0.9%
39,221
-0.6%
3.42%
+0.4%
Q2 2021$8,790,000
+2.4%
39,451
-0.3%
3.40%
+12.7%
Q1 2021$8,588,000
+12.4%
39,556
+0.4%
3.02%
+0.4%
Q4 2020$7,641,000
+13.3%
39,386
-2.5%
3.01%
-9.7%
Q3 2020$6,746,000
-25.2%
40,400
-29.9%
3.33%
-35.7%
Q2 2020$9,016,000
-17.5%
57,596
-32.1%
5.18%
-29.3%
Q1 2020$10,931,000
-27.5%
84,798
-8.0%
7.33%
-5.9%
Q4 2019$15,085,000
-24.2%
92,193
-30.1%
7.79%
-28.6%
Q3 2019$19,912,000
-0.8%
131,868
-1.4%
10.91%
+1.1%
Q2 2019$20,068,000
-23.6%
133,708
-26.3%
10.79%
-26.2%
Q1 2019$26,267,000
+12.9%
181,513
-0.5%
14.63%
+3.7%
Q4 2018$23,276,000
-10.3%
182,373
+5.2%
14.10%
+4.2%
Q3 2018$25,939,000
+4.8%
173,332
-1.6%
13.54%
-6.5%
Q2 2018$24,745,000
+0.9%
176,212
-2.5%
14.48%
+3.1%
Q1 2018$24,528,000
+77.3%
180,727
+79.3%
14.04%
+97.6%
Q4 2017$13,838,000
+8.8%
100,820
+2.6%
7.11%
+2.6%
Q3 2017$12,721,000
+7.3%
98,218
+3.1%
6.93%
+2.2%
Q2 2017$11,859,000
+0.9%
95,288
-1.7%
6.78%
-2.4%
Q1 2017$11,755,000
+12.6%
96,895
+7.1%
6.95%
+2.4%
Q4 2016$10,435,000
+8.6%
90,490
+4.8%
6.79%
+2.8%
Q3 2016$9,613,000
+4.1%
86,345
+0.2%
6.60%
-2.8%
Q2 2016$9,233,000
-26.4%
86,165
-28.0%
6.79%
-26.2%
Q1 2016$12,542,000
+18.1%
119,655
+17.5%
9.20%
+17.6%
Q4 2015$10,622,000
+2.1%
101,845
-3.4%
7.82%
-5.4%
Q3 2015$10,403,000
+167.8%
105,380
+190.3%
8.27%
+197.9%
Q2 2015$3,885,000
+1.1%
36,300
+1.3%
2.78%
+0.4%
Q1 2015$3,843,000
-3.6%
35,835
-4.7%
2.76%
-1.9%
Q4 2014$3,986,00037,6002.82%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2014
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders