Lokken Investment Group 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
Lokken Investment Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,071,125
-7.3%
14,458
-3.9%
2.01%
-6.8%
Q2 2023$3,312,938
+13.5%
15,040
+5.2%
2.16%
-2.5%
Q1 2023$2,918,356
-7.2%
14,299
-13.0%
2.22%
-10.7%
Q4 2022$3,143,466
+7.7%
16,442
+1.1%
2.48%
-1.4%
Q3 2022$2,918,000
-3.2%
16,259
+1.7%
2.52%
+2.9%
Q2 2022$3,016,000
-9.3%
15,987
-0.5%
2.44%
-7.3%
Q1 2022$3,324,000
-1.2%
16,069
+15.3%
2.64%
+9.9%
Q4 2021$3,365,000
+5.5%
13,939
-3.0%
2.40%
-5.1%
Q3 2021$3,191,000
+1.3%
14,369
+1.6%
2.53%
-1.1%
Q2 2021$3,151,000
+7.1%
14,141
-0.7%
2.56%
-1.5%
Q1 2021$2,943,000
-4.8%
14,240
-10.4%
2.60%
-8.0%
Q4 2020$3,093,000
+5.1%
15,892
+11.6%
2.82%
+8.7%
Q1 2012$2,943,00014,2402.60%
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