Kalos Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 834 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.35 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 Q4 2018
NameSharesValueWeighting ↓
Cable Hill Partners, LLC 363,655$38,966,00029.83%
Permanens Capital L.P. 244,786$25,607,00025.23%
INR ADVISORY SERVICES LLC 1,033,330$108,097,00019.01%
VISTA CAPITAL PARTNERS, INC. 534,436$55,907,00017.30%
Edelman Financial Services, LLC 10,260,112$1,073,310,00016.74%
IBBOTSON ASSOCIATES INC 184,456$19,296,00014.90%
Waverly Advisors, LLC 279,887$29,279,00014.81%
INSPIRION WEALTH ADVISORS, LLC 175,172$18,325,00014.75%
Financial Planning & Information Services, Inc. 189,900$19,865,00012.81%
Noven Financial Group, Inc. 167,726$17,546,00012.64%
View complete list of VANGUARD INDEX FDS shareholders