Kalos Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$1,467,325
+4.1%
10,326
+1.2%
3.15%
+11.5%
Q1 2023$1,409,413
-37.0%
10,205
-35.9%
2.82%
-43.9%
Q4 2022$2,235,673
-7.8%
15,927
-14.9%
5.04%
-15.9%
Q3 2022$2,426,000
-16.7%
18,721
-13.6%
5.99%
+53.1%
Q2 2022$2,911,000
+18.6%
21,679
+26.9%
3.91%
+132.9%
Q1 2022$2,454,000
+465.4%
17,079
+460.5%
1.68%
+1322.9%
Q4 2021$434,000
+8.8%
3,047
+9.0%
0.12%
+4.4%
Q3 2021$399,000
+8.4%
2,796
+5.7%
0.11%
-24.2%
Q2 2021$368,000
+68.8%
2,646
+68.2%
0.15%
+119.1%
Q1 2021$218,000
-15.8%
1,573
-27.6%
0.07%
-38.7%
Q4 2020$259,000
+8.4%
2,174
-2.0%
0.11%
+3.7%
Q3 2020$239,000
+19.5%
2,218
+32.7%
0.11%
+46.6%
Q4 2019$200,000
-6.5%
1,671
-13.4%
0.07%
-24.7%
Q2 2019$214,000
+4.4%
1,930
+1.0%
0.10%
-26.5%
Q1 2019$205,000
-11.3%
1,910
-16.4%
0.13%
+17.9%
Q4 2018$231,000
+15.5%
2,285
+24.5%
0.11%
+4.7%
Q3 2018$200,0001,8350.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders