Kalos Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$16,129
+13.4%
570.0%0.04%
+20.7%
Q1 2023$14,218
+17.0%
570.0%0.03%
+7.4%
Q4 2022$12,147
-93.9%
57
-93.6%
0.03%
-90.0%
Q2 2022$200,000
-21.6%
892
-0.3%
0.27%
+54.6%
Q1 2022$255,000
-26.3%
895
-19.6%
0.17%
+85.1%
Q4 2021$346,000
+0.9%
1,113
+1.0%
0.09%
-3.1%
Q3 2021$343,000
-38.9%
1,102
-41.8%
0.10%
-57.5%
Q2 2021$561,000
+55.8%
1,894
+38.0%
0.23%
+103.6%
Q1 2021$360,000
+64.4%
1,372
+59.0%
0.11%
+19.1%
Q4 2020$219,000
+2.3%
863
-7.3%
0.09%
-1.1%
Q3 2020$214,000
+13.8%
931
-22.8%
0.10%
-22.1%
Q1 2019$188,000
-11.3%
1,206
-20.6%
0.12%
+18.4%
Q4 2018$212,000
+2.4%
1,518
+13.3%
0.10%
-7.2%
Q3 2018$207,000
+1050.0%
1,340
-92.4%
0.11%
+753.8%
Q4 2015$18,00017,5540.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Trust Co of Tennessee 256,175$95,811,39634.28%
Rezny Wealth Management, Inc. 318,706$119,199,23131.88%
GOLDEN ROAD ADVISORS LLC 97,307$37,787,38731.16%
Fee-Only Financial Planning, L.C. 118,864$44,456,13829.93%
Safeguard Financial, LLC 283,568$106,057,13329.49%
Balentine LLC 1,720,031$643,308,76929.24%
Dougherty Wealth Advisers LLC 88,938$33,263,70129.07%
STEVENS CAPITAL PARTNERS 143,528$53,680,78127.70%
Blackston Financial Advisory Group, LLC 155,977$46,287,14325.90%
Mill Creek Capital Advisors, LLC 2,663,497$996,174,63425.36%
View complete list of VANGUARD INDEX FDS shareholders