VTI VANGUARD INDEX FDS

Ownership history in LHM, INC.  ·  9 quarters on record

This page tracks every 13F SEC filing in which LHM, INC. reported a position in VANGUARD INDEX FDS (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
93.22% (2023 Q4)
Avg. % of fund
51.56%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 337,826 -52,821 -13.5% 42.14% $113.3M $335.27
2025 Q3 REDUCED 390,647 -10,491 -2.6% 42.52% $128.6M $327.24
2025 Q2 REDUCED 401,138 -13,413 -3.2% 40.52% $122.3M $302.23
2025 Q1 REDUCED 414,551 -7,213 -1.7% 37.77% $113.9M $272.48
2024 Q4 REDUCED 421,764 -55,890 -11.7% 38.90% $122.2M $286.32
2024 Q3 REDUCED 477,654 -14,425 -2.9% 42.69% $135.7M $278.85
2024 Q2 ADDED 492,079 +125,360 +34.2% 55.74% $132.1M $262.63
2024 Q1 REDUCED 366,719 -78,214 -17.6% 70.56% $95.3M $254.25
2023 Q4 INITIATED 444,933 93.22% $105.5M
% of Fund (quarterly)    VTI price (monthly, adj. close)
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