Lantz Financial LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Lantz Financial LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,648,152
-3.8%
36,007
-0.3%
3.04%
-2.3%
Q2 2023$7,954,268
+8.2%
36,110
+0.2%
3.11%
+1.8%
Q1 2023$7,354,083
+7.7%
36,032
+0.9%
3.06%
-1.5%
Q4 2022$6,827,398
+6.1%
35,710
-0.4%
3.10%
-7.3%
Q3 2022$6,434,000
-5.0%
35,848
-0.2%
3.35%
+9.5%
Q2 2022$6,772,000
-56.1%
35,905
-47.0%
3.06%
-51.3%
Q1 2022$15,429,000
-6.7%
67,771
-1.0%
6.28%
-17.5%
Q4 2021$16,536,000
+8.8%
68,487
+0.0%
7.62%
-2.3%
Q3 2021$15,202,000
-1.3%
68,459
-1.0%
7.79%
-1.6%
Q2 2021$15,406,000
+6.8%
69,139
-0.9%
7.92%
-3.5%
Q1 2021$14,424,000
+5.8%
69,786
-0.4%
8.21%
-3.6%
Q4 2020$13,638,000
+13.8%
70,070
-0.4%
8.51%
+5.6%
Q3 2020$11,986,000
+9.4%
70,375
+0.5%
8.06%
+2.2%
Q2 2020$10,959,000
+7.7%
70,015
-11.3%
7.89%
-1.1%
Q1 2020$10,177,000
-22.4%
78,947
-1.5%
7.98%
+2.7%
Q4 2019$13,119,000
+10.9%
80,180
-0.6%
7.77%
-2.7%
Q3 2019$11,832,000
-3.1%
80,701
+0.1%
7.98%
-3.4%
Q2 2019$12,209,000
+4.7%
80,587
-0.0%
8.26%
-2.3%
Q1 2019$11,664,00080,6008.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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