Lehman & Derafelo Financial Resources LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$372,402
+53.9%
1,948
+44.5%
0.11%
+44.7%
Q3 2022$242,000
+11.0%
1,348
+16.4%
0.08%
+13.4%
Q2 2022$218,000
-42.9%
1,158
-31.0%
0.07%
-36.8%
Q1 2022$382,000
+1.6%
1,678
+7.6%
0.11%
-7.0%
Q4 2021$376,000
+8.7%
1,5590.0%0.11%
+1.8%
Q3 2021$346,000
-1.1%
1,559
-0.8%
0.11%
+16.7%
Q2 2021$350,000
+7.7%
1,5710.0%0.10%
+5.5%
Q1 2021$325,000
+58.5%
1,571
+49.5%
0.09%
+49.2%
Q4 2020$205,000
+14.5%
1,0510.0%0.06%
+7.0%
Q3 2020$179,000
+8.5%
1,0510.0%0.06%
-1.7%
Q2 2020$165,000
+20.4%
1,051
-1.1%
0.06%
+1.8%
Q1 2020$137,000
+50.5%
1,063
+90.5%
0.06%
+72.7%
Q4 2019$91,0005580.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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