Calamos Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Calamos Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$256,516
-3.8%
9420.0%0.02%
-5.0%
Q2 2023$266,548
-15.4%
942
-36.3%
0.02%
-16.7%
Q4 2022$314,977
-1.9%
1,478
-1.5%
0.02%
-14.3%
Q3 2022$321,000
+5.9%
1,500
+10.5%
0.03%
+3.7%
Q2 2022$303,000
-17.4%
1,358
+6.4%
0.03%0.0%
Q1 2022$367,000
-8.9%
1,276
+1.5%
0.03%
-6.9%
Q4 2021$403,000
+31.3%
1,257
+18.7%
0.03%
+16.0%
Q3 2021$307,000
+1.0%
1,0590.0%0.02%
+4.2%
Q2 2021$304,000
+11.8%
1,0590.0%0.02%
+9.1%
Q1 2021$272,000
+1.5%
1,0590.0%0.02%
-8.3%
Q4 2020$268,000
+11.2%
1,0590.0%0.02%
-14.3%
Q3 2020$241,000
+12.6%
1,0590.0%0.03%
+3.7%
Q2 2020$214,000
-7.0%
1,059
-16.3%
0.03%0.0%
Q4 2019$230,000
-20.4%
1,265
-27.2%
0.03%
-30.8%
Q3 2019$289,000
+1.8%
1,7370.0%0.04%
+2.6%
Q2 2019$284,000
+4.4%
1,7370.0%0.04%
-2.6%
Q1 2019$272,000
+14.3%
1,737
-2.0%
0.04%
+8.3%
Q4 2018$238,000
-16.8%
1,7730.0%0.04%0.0%
Q3 2018$286,000
+7.5%
1,7730.0%0.04%
+9.1%
Q2 2018$266,000
+29.8%
1,773
+23.0%
0.03%
+26.9%
Q1 2018$205,000
-16.3%
1,441
-22.0%
0.03%
-23.5%
Q3 2017$245,000
+4.3%
1,8480.0%0.03%
+3.0%
Q2 2017$235,000
+4.4%
1,8480.0%0.03%
-2.9%
Q1 2017$225,0001,8480.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders