Calamos Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Calamos Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,045,687
+13.1%
19,428
+19.6%
0.31%
+17.2%
Q2 2023$3,576,059
+4.4%
16,2430.0%0.26%
-2.2%
Q1 2023$3,425,974
+5.5%
16,243
+2.0%
0.27%
+6.3%
Q4 2022$3,246,286
+8.4%
15,9280.0%0.25%
-1.9%
Q3 2022$2,994,000
-7.7%
15,928
-3.3%
0.26%
-10.8%
Q2 2022$3,244,000
-17.2%
16,4700.0%0.29%
-1.7%
Q1 2022$3,917,000
-6.6%
16,4700.0%0.29%
-4.6%
Q4 2021$4,196,000
+11.3%
16,470
+3.4%
0.31%
+0.7%
Q3 2021$3,771,000
-0.3%
15,9280.0%0.30%
+3.7%
Q2 2021$3,781,000
+7.2%
15,9280.0%0.29%
+1.0%
Q1 2021$3,526,000
+7.1%
15,9280.0%0.29%
-3.3%
Q4 2020$3,293,000
+17.3%
15,9280.0%0.30%
-6.2%
Q3 2020$2,807,000
+7.5%
15,9280.0%0.32%
-1.5%
Q2 2020$2,611,00015,9280.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders