Lafayette Investments, Inc. quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Lafayette Investments, Inc. opened 1 positions, added to 5, reduced 6, sold out of 0 and left 4 unchanged. The largest increase in value was VIGI (+$1,199,376); the largest decrease was AKRE (-$62,737).
- SCHX: Country of operation —; Class US LRG CAP ETF; Shares 2026-03-31 16,847; Shares 2026-06-30 16,847.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 630; Shares 2026-06-30 630.
- VEA: Country of operation —; Class VAN FTSE DEV MKT; Shares 2026-03-31 6,025; Shares 2026-06-30 6,025.
- EFA: Country of operation —; Class MSCI EAFE ETF; Shares 2026-03-31 2,407; Shares 2026-06-30 2,407.
Two Form 13F-HR filings compared (SEC CIK 1308377): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-08-11). 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; share change is the position change.
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