Camelot Portfolios, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 956 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.33 and the average weighting 0.7%.

Quarter-by-quarter ownership
Camelot Portfolios, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,782,730
-16.8%
9,428
-12.5%
1.70%
+26.9%
Q2 2023$2,142,752
+1.1%
10,774
-3.6%
1.34%
-8.9%
Q1 2023$2,118,674
-2.3%
11,177
-5.4%
1.48%
-8.0%
Q4 2022$2,167,615
-16.4%
11,810
-22.1%
1.60%
-34.3%
Q3 2022$2,593,000
-12.3%
15,169
-9.7%
2.44%
+37.3%
Q2 2022$2,957,000
-24.6%
16,790
-9.0%
1.78%
-8.8%
Q1 2022$3,920,000
-37.2%
18,444
-33.2%
1.95%
-22.5%
Q4 2021$6,241,000
+61.0%
27,613
+55.8%
2.51%
+26.5%
Q3 2021$3,876,000
-28.4%
17,724
-26.2%
1.99%
-9.0%
Q2 2021$5,413,000
+10.1%
24,026
+4.7%
2.18%
+7.0%
Q1 2021$4,915,000
+37.4%
22,958
+25.0%
2.04%
+9.2%
Q4 2020$3,576,000
+28.5%
18,369
+1.5%
1.87%
+7.4%
Q3 2020$2,783,000
+14.6%
18,096
+8.6%
1.74%
+11.5%
Q2 2020$2,428,000
+128.6%
16,664
+81.1%
1.56%
+164.1%
Q1 2020$1,062,000
+91.4%
9,202
+174.5%
0.59%
+153.6%
Q4 2019$555,000
+9.9%
3,352
+2.1%
0.23%
-2.5%
Q3 2019$505,000
-70.3%
3,283
-69.7%
0.24%
-66.0%
Q2 2019$1,699,000
-5.5%
10,846
-7.8%
0.70%
-6.3%
Q1 2019$1,797,000
+13.5%
11,760
-2.0%
0.75%
+1.6%
Q4 2018$1,583,000
-20.6%
11,994
-2.2%
0.74%
-17.8%
Q3 2018$1,994,000
+0.8%
12,267
-3.5%
0.90%
+6.5%
Q2 2018$1,979,000
+2.2%
12,715
-3.5%
0.84%
-6.6%
Q1 2018$1,936,000
+4.3%
13,177
+5.0%
0.90%
+3.0%
Q4 2017$1,856,000
-0.1%
12,554
-4.5%
0.88%
-2.3%
Q3 2017$1,858,000
+8.3%
13,149
+3.9%
0.90%
+5.9%
Q2 2017$1,716,000
+3.4%
12,661
+1.7%
0.85%
+5.0%
Q1 2017$1,659,000
+1.3%
12,447
-1.9%
0.81%
-5.5%
Q4 2016$1,637,000
+16.3%
12,690
+10.1%
0.86%
+13.1%
Q3 2016$1,408,000
+14.8%
11,527
+8.7%
0.76%
+5.7%
Q2 2016$1,227,000
+0.2%
10,609
-3.3%
0.72%
-4.8%
Q1 2016$1,224,000
+4.9%
10,975
+4.1%
0.75%
+1.1%
Q4 2015$1,167,000
+5.8%
10,544
+3.2%
0.74%
+0.4%
Q3 2015$1,103,000
-12.6%
10,221
-1.6%
0.74%
+1.6%
Q2 2015$1,262,000
+8.9%
10,386
+9.8%
0.73%
+7.9%
Q1 2015$1,159,000
-1.4%
9,456
-6.1%
0.68%
-0.1%
Q4 2014$1,175,000
-9.0%
10,074
-13.7%
0.68%
-9.9%
Q3 2014$1,291,000
-1.9%
11,668
+3.9%
0.75%
-11.6%
Q2 2014$1,316,000
+12.9%
11,235
+8.8%
0.85%
+7.8%
Q1 2014$1,166,000
+9.0%
10,324
+6.1%
0.79%
+13.9%
Q4 2013$1,070,000
+21.9%
9,728
+13.5%
0.69%
+7.3%
Q3 2013$878,000
+10.3%
8,568
+0.9%
0.64%
+6.4%
Q2 2013$796,0008,4930.60%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders