Kalos Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,203 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 1.03 and the average weighting 2.4%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$334,784
+8.3%
8220.0%0.72%
+16.0%
Q1 2023$309,130
+7.0%
8220.0%0.62%
-4.8%
Q4 2022$288,801
+1.7%
8220.0%0.65%
-7.1%
Q3 2022$284,000
-19.8%
822
-15.4%
0.70%
+47.3%
Q2 2022$354,000
-12.4%
972
-7.5%
0.48%
+72.5%
Q1 2022$404,000
-51.7%
1,051
-46.0%
0.28%
+21.6%
Q4 2021$837,000
+1.9%
1,946
+2.0%
0.23%
-2.2%
Q3 2021$821,000
+170.1%
1,908
+155.1%
0.23%
+88.6%
Q2 2021$304,000
-51.2%
748
-54.3%
0.12%
-36.6%
Q1 2021$623,000
+120.9%
1,636
+100.0%
0.19%
+61.7%
Q4 2020$282,000
-60.8%
818
-64.7%
0.12%
-62.6%
Q3 2020$720,000
-69.2%
2,317
-71.8%
0.32%
-67.4%
Q2 2020$2,337,000
+76.5%
8,204
+47.7%
0.98%
+66.8%
Q1 2020$1,324,000
-65.8%
5,553
-57.5%
0.59%
-58.1%
Q4 2019$3,866,000
+0.4%
13,058
-8.8%
1.41%
-19.5%
Q2 2019$3,852,000
+25.6%
14,311
+21.1%
1.75%
-11.7%
Q1 2019$3,066,000
-11.0%
11,816
-13.5%
1.98%
+18.1%
Q4 2018$3,446,000
+0.7%
13,660
+6.6%
1.68%
-8.6%
Q3 2018$3,423,000
-29.0%
12,819
-35.5%
1.84%
-15.9%
Q2 2018$4,818,000
-50.0%
19,887
-50.0%
2.18%
-23.3%
Q1 2018$9,630,000
+94.1%
39,774
+96.6%
2.85%
+22.0%
Q4 2017$4,962,000
+9.7%
20,230
+3.2%
2.33%
-19.9%
Q3 2017$4,525,000
+6.3%
19,611
-0.3%
2.91%
-3.4%
Q1 2017$4,255,000
-2.9%
19,666
-7.9%
3.02%
-14.8%
Q4 2016$4,383,000
-5.7%
21,350
-8.7%
3.54%
-10.7%
Q3 2016$4,649,000
-15.0%
23,397
-17.8%
3.96%
-6.4%
Q2 2016$5,471,000
+32.0%
28,466
+29.5%
4.23%
+22.7%
Q1 2016$4,145,0000.0%21,982
-99.5%
3.45%
+11.5%
Q4 2015$4,145,0004,144,9743.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders