Lantz Financial LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,079 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
Lantz Financial LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$297,509
-85.9%
1,630
-87.6%
0.09%
-89.0%
Q3 2023$2,103,727
+18.6%
13,190
+23.0%
0.84%
+20.6%
Q2 2023$1,773,259
+9.5%
10,721
+5.1%
0.69%
+3.0%
Q1 2023$1,619,670
+130.4%
10,202
+130.5%
0.67%
+110.6%
Q4 2022$702,849
+52.8%
4,426
+38.1%
0.32%
+33.9%
Q3 2022$460,0003,2050.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders