Calamos Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 668 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
Calamos Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$633,053
+0.5%
3,250
+6.2%
0.05%
+4.3%
Q2 2023$629,862
+5.6%
3,0610.0%0.05%
-2.1%
Q1 2023$596,558
+8.4%
3,0610.0%0.05%
+9.3%
Q4 2022$550,245
+5.4%
3,0610.0%0.04%
-4.4%
Q3 2022$522,000
-2.8%
3,0610.0%0.04%
-6.2%
Q2 2022$537,000
-21.3%
3,0610.0%0.05%
-5.9%
Q1 2022$682,000
-12.5%
3,0610.0%0.05%
-10.5%
Q4 2021$779,000
+7.7%
3,0610.0%0.06%
-1.7%
Q3 2021$723,000
-3.0%
3,061
-2.9%
0.06%0.0%
Q2 2021$745,000
+10.2%
3,1520.0%0.06%
+3.6%
Q1 2021$676,000
+1.2%
3,1520.0%0.06%
-8.2%
Q4 2020$668,000
+17.6%
3,1520.0%0.06%
-6.2%
Q3 2020$568,000
+12.5%
3,152
+3.0%
0.06%
+3.2%
Q2 2020$505,000
+30.2%
3,0610.0%0.06%
+6.8%
Q1 2020$388,000
-20.2%
3,0610.0%0.06%
+3.5%
Q4 2019$486,000
+7.3%
3,0610.0%0.06%
-6.6%
Q3 2019$453,0003,0610.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 314,982$33,568,00020.65%
Truepoint, Inc. 796,291$84,861,00012.76%
Quantitative Advantage, LLC 373,221$39,774,00010.25%
Arrow Investment Advisors, LLC 446,227$47,554,0009.57%
IBBOTSON ASSOCIATES INC 87,251$9,298,0006.26%
Avior Wealth Management, LLC 55,828$5,950,0004.64%
Cranbrook Wealth Management, LLC 70,138$7,475,0004.29%
FundX Investment Group, LLC 78,123$8,326,0003.45%
Community Financial Services Group, LLC 67,348$7,177,0003.42%
CHURCHILL MANAGEMENT Corp 893,131$95,181,0003.39%
View complete list of VANGUARD INDEX FDS shareholders