Lokken Investment Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,665 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.60 and the average weighting 2.4%.

Quarter-by-quarter ownership
Lokken Investment Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$5,698,588
+10.4%
21,302
+7.3%
2.68%
+4.2%
Q1 2024$5,161,441
+18.7%
19,859
+8.3%
2.57%
+4.6%
Q4 2023$4,348,013
+41.6%
18,329
+26.8%
2.46%
+22.2%
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 2024
NameSharesValueWeighting ↓
Symetra Investment Management Co 35,258$7,861,000100.00%
Rainwater Charitable Foundation 568,485$126,670,00092.18%
Adventist Health System/ West 2,357,832$525,372,00076.91%
Miramar Fiduciary Corp 28,710$6,397,00076.55%
VIEWPOINT INVESTMENT PARTNERS CORP 503,316$112,149,00073.82%
Ebor Charitable Trust 164,409$36,634,00067.94%
PFM Asset Management LLC 13,130,956$2,925,840,00064.02%
AEGON USA Investment Management, LLC 972,943$216,791,00063.72%
Gibson Capital, LLC 930,958$207,304,00053.88%
Cabot-Wellington, LLC 514,196$114,573,00051.91%
View complete list of VANGUARD INDEX FDS shareholders