Form 13-F position report

VANGUARD TOTAL STOCK MARKET ET

Reported by Lantz Financial LLC

VTI CUSIP 922908769 Manager CIK 0001766883

Reported 35,735 shares, up 312 (0.9%) from the prior quarter.

Reported value 3.8%; share count 0.9% vs. the prior quarter.

Added
% of reported 13F value 2.97% This manager · Q2 2024
Shares 35,735 Quarter-end amount reported
Reported value $9,559,418 Fair value at quarter end
Consecutive quarters held 22 Through Q2 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 16536000
2022-03-31 15429000
2022-06-30 6772000
2022-09-30 6434000
2022-12-31 6827398
2023-03-31 7354083
2023-06-30 7954268
2023-09-30 7648152
2023-12-31 8556913
2024-03-31 9206387
2024-06-30 9559418
2024-09-30 10405806
2024-12-31 10699118
2025-03-31 10315467
2025-06-30 11519381
2025-09-30 12650935
2025-12-31 12773405
2026-03-31 12874229
2026-06-30 15228691
2026-09-30 15333849

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for VANGUARD TOTAL STOCK MARKET ET held by Lantz Financial LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 40,973 -181 (-0.4%) 2.79% $15,333,849 2026-10-15
Q2 2026 Added 41,154 +1,024 (2.6%) 2.79% $15,228,691 2026-07-09
Q1 2026 Added 40,130 +2,031 (5.3%) 2.66% $12,874,229 2026-04-09
Q4 2025 Reduced 38,099 -451 (-1.2%) 2.7% $12,773,405 2026-01-14
Q3 2025 Added 38,550 +649 (1.7%) 2.8% $12,650,935 2025-11-06
Q2 2025 Added 37,901 +368 (1.0%) 2.87% $11,519,381 2025-07-11
Q1 2025 Added 37,533 +615 (1.7%) 2.82% $10,315,467 2025-04-08
Q4 2024 Added 36,918 +169 (0.5%) 2.85% $10,699,118 2025-01-21
Q3 2024 Added 36,749 +1,014 (2.8%) 2.82% $10,405,806 2024-10-15
Q2 2024 Added 35,735 +312 (0.9%) 2.97% $9,559,418 2024-07-10
Q1 2024 Reduced 35,423 -649 (-1.8%) 2.96% $9,206,387 2024-04-10
Q4 2023 Added 36,072 +65 (0.2%) 3.09% $8,556,913 2024-01-12
Q3 2023 Reduced 36,007 -103 (-0.3%) 3.04% $7,648,152 2023-10-20
Q2 2023 Added 36,110 +78 (0.2%) 3.11% $7,954,268 2023-07-12
Q1 2023 Added 36,032 +322 (0.9%) 3.06% $7,354,083 2023-04-10
Q4 2022 Reduced 35,710 -138 (-0.4%) 3.11% $6,827,398 2023-01-23
Q3 2022 Reduced 35,848 -57 (-0.2%) 3.35% $6,434,000 2022-10-17
Q2 2022 Reduced 35,905 -31,866 (-47.0%) 3.06% $6,772,000 2022-07-29
Q1 2022 Reduced 67,771 -716 (-1.0%) 6.28% $15,429,000 2022-05-05
Q4 2021 Added 68,487 +28 (0.0%) 7.62% $16,536,000 2022-01-19
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

2869 managers reported VANGUARD TOTAL STOCK MARKET ET for Q2 2024.

Managers reporting VANGUARD TOTAL STOCK MARKET ET in Q2 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 46,116,160 +3,177,644 0.24% $12,336,534,013 45 qtrs
Rakuten Investment Management Inc Added 41,641,827 +1,538,800 73.61% $11,217,475,357 19 qtrs
Betterment LLC Reduced 28,295,418 -596,922 19.61% $7,569,307,000 39 qtrs
Wealthfront Advisers LLC Reduced 14,956,014 -262,806 13.46% $4,000,883,324 23 qtrs
US BANCORP DE Reduced 13,441,792 -4,801,059 4.9% $3,595,813,902 45 qtrs
Bank of America Corporation Added 13,405,120 +421,318 0.32% $3,586,003,773 45 qtrs
LPL Financial LLC Added 12,752,241 +243,976 1.7% $3,411,351,824 45 qtrs
MORGAN STANLEY Added 12,370,576 +278,831 0.26% $3,309,253,578 45 qtrs
WealthNavi Inc Added 10,994,434 +443,054 37.31% $2,941,121,000 22 qtrs
NORTHERN TRUST CORPORATION Added 9,845,595 +403,608 0.44% $2,633,795,118 45 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2024
Filed
July 10, 2024
Filing type
13F-HR
Position type
TOTAL STK MKT

Voting authority reported

Sole
0
Shared
0
None
35,734

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.