Calamos Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Calamos Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$532,483
-5.4%
4,0660.0%0.04%
-2.4%
Q2 2023$562,653
+6.1%
4,066
+2.8%
0.04%
-2.4%
Q1 2023$530,247
-0.9%
3,9550.0%0.04%0.0%
Q4 2022$534,874
+11.0%
3,9550.0%0.04%
+2.4%
Q3 2022$482,000
-4.2%
3,955
+1.8%
0.04%
-8.9%
Q2 2022$503,000
-13.4%
3,8850.0%0.04%
+4.7%
Q1 2022$581,000
-0.5%
3,8850.0%0.04%0.0%
Q4 2021$584,000
+7.7%
3,8850.0%0.04%
-2.3%
Q3 2021$542,000
-0.7%
3,8850.0%0.04%
+2.3%
Q2 2021$546,000
-2.8%
3,885
-6.7%
0.04%
-6.5%
Q1 2021$562,000
+13.5%
4,1650.0%0.05%
+2.2%
Q4 2020$495,000
+17.3%
4,1650.0%0.04%
-6.2%
Q3 2020$422,000
+8.5%
4,165
+2.6%
0.05%
-2.0%
Q2 2020$389,000
+17.9%
4,0600.0%0.05%
-2.0%
Q1 2020$330,000
-26.8%
4,060
+7.4%
0.05%
-5.7%
Q4 2019$451,000
+5.6%
3,7800.0%0.05%
-7.0%
Q3 2019$427,0003,7800.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders