Kalos Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 462 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 0.83 and the average weighting 0.8%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$20,695
+4.4%
940.0%0.04%
+10.0%
Q1 2023$19,826
+3.5%
940.0%0.04%
-7.0%
Q4 2022$19,158
-94.5%
94
-94.7%
0.04%
-90.9%
Q2 2022$350,000
+2.6%
1,760
+21.8%
0.47%
+101.7%
Q1 2022$341,000
-75.6%
1,445
-73.5%
0.23%
-38.5%
Q4 2021$1,398,000
+7.0%
5,443
+7.0%
0.38%
+2.4%
Q3 2021$1,307,000
+316.2%
5,087
+289.8%
0.37%
+191.3%
Q2 2021$314,000
-19.5%
1,305
-23.3%
0.13%
+5.0%
Q1 2021$390,000
+20.7%
1,702
+8.7%
0.12%
-12.3%
Q4 2020$323,000
+13.7%
1,566
+0.1%
0.14%
+8.7%
Q3 2020$284,000
+13.6%
1,565
+4.3%
0.13%
+11.4%
Q2 2019$250,000
+309.8%
1,500
-97.5%
0.11%
+147.8%
Q4 2015$61,00061,0160.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2016
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 994,940$177,278,00017.25%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 126,697$22,585,00016.77%
TL Private Wealth 87,762$16,054,00013.88%
Riverpoint Wealth Management Holdings, LLC 185,788$33,104,00013.14%
Cornerstone Advisors, Inc. 567,745$101,161,00012.26%
Paracle Advisors, LLC 282,318$50,303,00011.71%
SEARCY FINANCIAL SERVICES INC /ADV 86,657$15,440,00011.08%
Northwest Quadrant Wealth Management, LLC 130,644$23,175,0009.56%
McIlrath & Eck, LLC 110,194$19,634,0009.42%
Nadler Financial Group, Inc. 207,285$36,934,0009.12%
View complete list of VANGUARD INDEX FDS shareholders