Camelot Portfolios, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 845 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.

Quarter-by-quarter ownership
Camelot Portfolios, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,539,094
-17.4%
7,390
-12.6%
1.47%
+25.9%
Q2 2023$1,862,600
-2.4%
8,460
-6.5%
1.17%
-12.0%
Q1 2023$1,907,553
-1.8%
9,044
-5.1%
1.33%
-7.6%
Q4 2022$1,942,853
-12.0%
9,533
-18.9%
1.44%
-30.9%
Q3 2022$2,209,000
-13.7%
11,752
-9.6%
2.08%
+35.2%
Q2 2022$2,560,000
-25.4%
12,999
-9.9%
1.54%
-9.8%
Q1 2022$3,430,000
-15.3%
14,421
-9.2%
1.70%
+4.5%
Q4 2021$4,048,000
+21.6%
15,890
+13.0%
1.63%
-4.5%
Q3 2021$3,330,000
-14.3%
14,065
-14.1%
1.71%
+8.9%
Q2 2021$3,887,000
+3.0%
16,377
-3.9%
1.57%
+0.1%
Q1 2021$3,772,000
+26.7%
17,041
+18.4%
1.57%
+0.6%
Q4 2020$2,976,000
+32.4%
14,395
+12.9%
1.56%
+10.7%
Q3 2020$2,248,000
+14.7%
12,753
+6.6%
1.40%
+11.5%
Q2 2020$1,960,000
+53.0%
11,959
+22.9%
1.26%
+76.7%
Q1 2020$1,281,000
+44.9%
9,730
+96.0%
0.71%
+92.2%
Q4 2019$884,000
+9.3%
4,964
+2.8%
0.37%
-2.9%
Q3 2019$809,000
-65.1%
4,827
-65.2%
0.38%
-60.2%
Q2 2019$2,321,000
-4.8%
13,886
-8.5%
0.96%
-5.7%
Q1 2019$2,439,000
+14.0%
15,173
-2.0%
1.02%
+2.0%
Q4 2018$2,140,000
-17.8%
15,485
-2.3%
1.00%
-14.8%
Q3 2018$2,603,000
-0.0%
15,853
-4.0%
1.17%
+5.7%
Q2 2018$2,604,000
-2.1%
16,516
-4.3%
1.11%
-10.6%
Q1 2018$2,661,000
+4.2%
17,250
+4.6%
1.24%
+2.8%
Q4 2017$2,553,000
+3.4%
16,496
-1.8%
1.21%
+1.1%
Q3 2017$2,469,000
+7.0%
16,797
+3.8%
1.19%
+4.6%
Q2 2017$2,307,000
+4.1%
16,184
+1.7%
1.14%
+5.6%
Q1 2017$2,216,000
+4.0%
15,916
-1.7%
1.08%
-2.9%
Q4 2016$2,130,000
+15.9%
16,184
+14.0%
1.11%
+12.7%
Q3 2016$1,838,000
+7.9%
14,197
+3.0%
0.99%
-0.6%
Q2 2016$1,704,000
-0.2%
13,787
-2.1%
0.99%
-5.2%
Q1 2016$1,707,000
+4.1%
14,081
+3.1%
1.05%
+0.3%
Q4 2015$1,640,000
-3.7%
13,656
-6.4%
1.04%
-8.7%
Q3 2015$1,703,000
-9.9%
14,594
-1.7%
1.14%
+4.8%
Q2 2015$1,891,000
+5.2%
14,843
+9.5%
1.09%
+4.2%
Q1 2015$1,798,000
+4.3%
13,550
-2.9%
1.05%
+5.5%
Q4 2014$1,724,000
+4.8%
13,950
-0.5%
0.99%
+3.8%
Q3 2014$1,645,000
+2.8%
14,021
+4.0%
0.96%
-7.2%
Q2 2014$1,600,000
+15.8%
13,486
+10.9%
1.03%
+10.5%
Q1 2014$1,382,000
-6.2%
12,164
-9.1%
0.93%
-2.0%
Q4 2013$1,473,000
+20.6%
13,389
+12.3%
0.95%
+6.3%
Q3 2013$1,221,000
+8.7%
11,919
+1.0%
0.90%
+4.8%
Q2 2013$1,123,00011,8050.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders