Lafayette Investments, Inc. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Lafayette Investments, Inc. opened 16 positions, added to 50, reduced 19 and sold out of 6.
- Q2 2026: Stock VIGI; Country of operation —; Class INTL DVD ETF; Shares before 6,257.
- Q2 2026: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 2,614.
- Q2 2026: Stock RSP; Country of operation —; Class S&P500 EQL WGT; Shares before 5,146.
- Q2 2026: Stock SCHK; Country of operation —; Class 1000 INDEX ETF; Shares before 19,461.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1308377), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-02-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-23); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-30); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-30); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-07); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2004-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 6,257 | 18,772 | +12,515 | $553,532 | $1,752,908 | +$1,199,376 | 2026-08-11 |
|---|
| Q2 2026 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 2,614 | 3,539 | +925 | $838,719 | $1,309,735 | +$471,016 | 2026-08-11 |
|---|
| Q2 2026 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 5,146 | 5,371 | +225 | $987,621 | $1,142,788 | +$155,167 | 2026-08-11 |
|---|
| Q2 2026 | SCHK
SCHWAB STRATEGIC TR | | 1000 INDEX ETF | 19,461 | 19,512 | +51 | $609,728 | $703,618 | +$93,890 | 2026-08-11 |
|---|
| Q2 2026 | VHT
VANGUARD WORLD FD | | HEALTH CAR ETF | 795 | 797 | +2 | $216,464 | $238,455 | +$21,991 | 2026-08-11 |
|---|
| Q1 2026 | AKRE
PROFESIONALLY MANAGED PORTFO | United States | AKRE FOCUS ETF | 44,588 | 45,292 | +704 | $2,920,960 | $2,393,683 | -$527,277 | 2026-04-27 |
|---|
| Q1 2026 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 4,571 | 5,146 | +575 | $875,621 | $987,621 | +$112,000 | 2026-04-27 |
|---|
| Q1 2026 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 2,320 | 2,614 | +294 | $777,938 | $838,719 | +$60,781 | 2026-04-27 |
|---|
| Q1 2026 | EFA
ISHARES TR | | MSCI EAFE ETF | 2,392 | 2,407 | +15 | $229,683 | $233,771 | +$4,088 | 2026-04-27 |
|---|
| Q1 2026 | VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 6,013 | 6,257 | +244 | $549,849 | $553,532 | +$3,683 | 2026-04-27 |
|---|
| Q4 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 3,832 | 4,571 | +739 | $726,931 | $875,621 | +$148,690 | 2026-02-04 |
|---|
| Q4 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 2,049 | 2,320 | +271 | $672,299 | $777,938 | +$105,639 | 2026-02-04 |
|---|
| Q4 2025 | VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 5,780 | 6,013 | +233 | $517,705 | $549,849 | +$32,144 | 2026-02-04 |
|---|
| Q4 2025 | EFA
ISHARES TR | | MSCI EAFE ETF | 2,391 | 2,392 | +1 | $223,245 | $229,683 | +$6,438 | 2026-02-04 |
|---|
| Q3 2025 | VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 4,691 | 5,780 | +1,089 | $422,787 | $517,705 | +$94,918 | 2025-11-06 |
|---|
| Q3 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 2,032 | 2,049 | +17 | $617,501 | $672,299 | +$54,798 | 2025-11-06 |
|---|
| Q2 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 1,005 | 2,032 | +1,027 | $276,137 | $617,501 | +$341,364 | 2025-07-30 |
|---|
| Q2 2025 | VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 4,326 | 4,691 | +365 | $358,772 | $422,787 | +$64,015 | 2025-07-30 |
|---|
| Q2 2025 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 16,866 | 16,927 | +61 | $372,402 | $413,696 | +$41,294 | 2025-07-30 |
|---|
| Q2 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 622 | 630 | +8 | $319,673 | $357,882 | +$38,209 | 2025-07-30 |
|---|
| Q2 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 3,812 | 3,832 | +20 | $660,353 | $696,428 | +$36,075 | 2025-07-30 |
|---|
| Q2 2025 | FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 23,700 | 23,785 | +85 | $559,557 | $583,684 | +$24,127 | 2025-07-30 |
|---|
| Q2 2025 | FNDA
SCHWAB STRATEGIC TR | | FUNDAMENTAL US S | 12,551 | 12,601 | +50 | $343,772 | $361,019 | +$17,247 | 2025-07-30 |
|---|
| Q1 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 1,180 | 3,812 | +2,632 | $206,772 | $660,353 | +$453,581 | 2025-04-24 |
|---|
| Q1 2025 | SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 9,598 | 9,824 | +226 | $248,205 | $230,177 | -$18,028 | 2025-04-24 |
|---|
| Q1 2025 | FNDA
SCHWAB STRATEGIC TR | | FUNDAMENTAL US S | 12,150 | 12,551 | +401 | $360,855 | $343,772 | -$17,083 | 2025-04-24 |
|---|
| Q1 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 620 | 622 | +2 | $334,079 | $319,673 | -$14,406 | 2025-04-24 |
|---|
| Q1 2025 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 16,684 | 16,866 | +182 | $386,736 | $372,402 | -$14,334 | 2025-04-24 |
|---|
| Q1 2025 | VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 4,311 | 4,326 | +15 | $344,811 | $358,772 | +$13,961 | 2025-04-24 |
|---|
| Q1 2025 | FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 23,574 | 23,700 | +126 | $558,233 | $559,557 | +$1,324 | 2025-04-24 |
|---|
| Q4 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 1,326 | 1,749 | +423 | $760,806 | $1,025,054 | +$264,248 | 2025-02-13 |
|---|
| Q4 2024 | FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 6,492 | 23,574 | +17,082 | $465,866 | $558,233 | +$92,367 | 2025-02-13 |
|---|
| Q4 2024 | FNDA
SCHWAB STRATEGIC TR | | FUNDAMENTAL US S | 5,070 | 12,150 | +7,080 | $302,020 | $360,855 | +$58,835 | 2025-02-13 |
|---|
| Q4 2024 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 4,985 | 16,684 | +11,699 | $338,233 | $386,736 | +$48,503 | 2025-02-13 |
|---|
| Q4 2024 | SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 4,104 | 9,598 | +5,494 | $211,356 | $248,205 | +$36,849 | 2025-02-13 |
|---|
| Q4 2024 | VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 3,543 | 4,311 | +768 | $312,756 | $344,811 | +$32,055 | 2025-02-13 |
|---|
| Q4 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 610 | 620 | +10 | $321,885 | $334,079 | +$12,194 | 2025-02-13 |
|---|
| Q4 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 1,015 | 1,030 | +15 | $287,320 | $298,391 | +$11,071 | 2025-02-13 |
|---|
| Q3 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 1,275 | 1,326 | +51 | $693,881 | $760,806 | +$66,925 | 2025-02-13 |
|---|
| Q3 2024 | FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 6,290 | 6,492 | +202 | $421,305 | $465,866 | +$44,561 | 2025-02-13 |
|---|
| Q3 2024 | FNDA
SCHWAB STRATEGIC TR | | FUNDAMENTAL US S | 4,838 | 5,070 | +232 | $265,703 | $302,020 | +$36,317 | 2025-02-13 |
|---|
| Q3 2024 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 4,790 | 4,985 | +195 | $307,758 | $338,233 | +$30,475 | 2025-02-13 |
|---|
| Q3 2024 | VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 3,505 | 3,543 | +38 | $284,887 | $312,756 | +$27,869 | 2025-02-13 |
|---|
| Q3 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 598 | 610 | +12 | $299,078 | $321,885 | +$22,807 | 2025-02-13 |
|---|
| Q3 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 1,014 | 1,015 | +1 | $271,151 | $287,320 | +$16,169 | 2025-02-13 |
|---|
| Q2 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 785 | 1,014 | +229 | $203,958 | $271,151 | +$67,193 | 2024-07-31 |
|---|
| Q2 2024 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 4,392 | 4,790 | +398 | $272,568 | $307,758 | +$35,190 | 2024-07-31 |
|---|
| Q2 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 595 | 598 | +3 | $286,017 | $299,078 | +$13,061 | 2024-07-31 |
|---|
| Q1 2024 | FNDX
SCHWAB STRATEGIC TR | | SCHWAB FDT US LG | 5,761 | 5,822 | +61 | $356,837 | $392,345 | +$35,508 | 2024-05-09 |
|---|
| Q1 2024 | FNDA
SCHWAB STRATEGIC TR | | SCHWAB FDT US SC | 4,240 | 4,347 | +107 | $234,684 | $247,910 | +$13,226 | 2024-05-09 |
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