Kalos Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

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 Q4 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders