LAKE STREET ADVISORS GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,105 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.57 and the average weighting 2.3%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$58,821,000
+95859.1%
276,920
-0.5%
3.49%
+3.2%
Q2 2023$61,298
+9.0%
278,272
+1.0%
3.38%
-2.6%
Q1 2023$56,237
+4.5%
275,536
-2.1%
3.48%
-1.9%
Q4 2022$53,818
-99.9%
281,490
-1.2%
3.54%
-4.4%
Q3 2022$51,146,000
-4.2%
284,986
+0.7%
3.71%
-2.5%
Q2 2022$53,369,000
-17.6%
282,947
-0.5%
3.80%
-7.7%
Q1 2022$64,733,000
-2.1%
284,328
+3.8%
4.12%
-1.2%
Q4 2021$66,154,000
+5.2%
273,999
+0.3%
4.17%
-10.1%
Q2 2021$62,863,000
+10.1%
273,295
-1.1%
4.64%
-0.0%
Q1 2021$57,102,000
+5.2%
276,267
-0.9%
4.64%
+3.4%
Q4 2020$54,286,000
+10.7%
278,906
-3.2%
4.49%
-3.0%
Q3 2020$49,057,000
+1.3%
288,047
-6.9%
4.63%
-5.7%
Q2 2020$48,432,000
+16.4%
309,413
-4.2%
4.91%
-5.1%
Q1 2020$41,622,000
-18.7%
322,877
+3.2%
5.17%
+2.6%
Q4 2019$51,210,000
+11.7%
312,983
-6.8%
5.04%
+1.4%
Q3 2019$45,833,000
-10.2%
335,756
-1.2%
4.97%
-7.9%
Q2 2019$51,016,000
+3.1%
339,901
-0.6%
5.40%
+3.9%
Q1 2019$49,488,000
+10.1%
341,984
-2.9%
5.19%
-5.2%
Q4 2018$44,944,000
-14.9%
352,140
-0.2%
5.48%
-6.4%
Q3 2018$52,803,000
-5.0%
352,845
-10.9%
5.85%
+5.3%
Q2 2018$55,601,000
+7.9%
395,935
+4.2%
5.56%
-4.0%
Q1 2018$51,548,000
-4.1%
379,814
-3.0%
5.79%
-4.8%
Q4 2017$53,752,000391,6336.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders