Calamos Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Calamos Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,076,281
-12.5%
5,067
-9.2%
0.08%
-8.9%
Q2 2023$1,229,564
+7.9%
5,5820.0%0.09%
+1.1%
Q1 2023$1,139,250
-3.6%
5,582
-9.7%
0.09%
-3.3%
Q4 2022$1,181,903
+6.6%
6,1820.0%0.09%
-3.2%
Q3 2022$1,109,000
-17.4%
6,182
-13.1%
0.10%
-20.2%
Q2 2022$1,343,000
+118.4%
7,118
+163.5%
0.12%
+158.7%
Q1 2022$615,000
-7.2%
2,701
-1.7%
0.05%
-4.2%
Q4 2021$663,000
+8.7%
2,7480.0%0.05%
-2.0%
Q3 2021$610,000
+11.9%
2,748
+12.3%
0.05%
+16.7%
Q2 2021$545,000
+7.7%
2,4480.0%0.04%0.0%
Q1 2021$506,000
+77.5%
2,448
+67.1%
0.04%
+61.5%
Q4 2020$285,000
+14.5%
1,4650.0%0.03%
-7.1%
Q3 2020$249,000
+8.7%
1,465
+0.1%
0.03%
-3.4%
Q2 2020$229,000
-35.5%
1,464
-32.6%
0.03%
-31.0%
Q4 2019$355,000
+8.2%
2,172
-0.0%
0.04%
-4.5%
Q3 2019$328,000
+18.0%
2,173
+17.1%
0.04%
+15.8%
Q2 2019$278,000
+3.3%
1,8550.0%0.04%0.0%
Q1 2019$269,000
-9.1%
1,855
-20.1%
0.04%
-15.6%
Q4 2018$296,000
-59.3%
2,321
-52.3%
0.04%
-50.5%
Q3 2018$728,000
+6.6%
4,8660.0%0.09%
+7.1%
Q2 2018$683,000
+3.3%
4,8660.0%0.08%
+2.4%
Q1 2018$661,000
-4.6%
4,866
-3.6%
0.08%
-7.8%
Q4 2017$693,000
+17.3%
5,049
+10.7%
0.09%
+9.8%
Q3 2017$591,000
-10.2%
4,562
-13.7%
0.08%
-11.8%
Q2 2017$658,000
-9.5%
5,286
-11.8%
0.09%
-14.7%
Q1 2017$727,0005,9930.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders