Kalos Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,105 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.57 and the average weighting 2.3%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$40,752
+7.9%
1850.0%0.09%
+15.8%
Q1 2023$37,759
+6.8%
1850.0%0.08%
-5.0%
Q4 2022$35,370
-93.9%
185
-93.9%
0.08%
-89.7%
Q2 2022$580,000
-13.7%
3,051
+2.7%
0.78%
+69.3%
Q1 2022$672,000
-28.3%
2,971
-24.8%
0.46%
+81.1%
Q4 2021$937,000
+4.0%
3,952
+4.0%
0.25%
-0.4%
Q3 2021$901,000
+69.0%
3,800
+61.3%
0.26%
+18.1%
Q2 2021$533,000
-34.4%
2,356
-38.3%
0.22%
-14.6%
Q1 2021$812,000
+93.8%
3,819
+77.4%
0.25%
+41.3%
Q4 2020$419,000
-1.6%
2,153
-12.3%
0.18%
-5.8%
Q3 2020$426,000
+19.0%
2,456
+8.3%
0.19%
+25.8%
Q2 2020$358,000
+46.1%
2,268
+21.0%
0.15%
+38.5%
Q1 2020$245,000
-32.3%
1,875
-14.5%
0.11%
-17.4%
Q4 2019$362,000
+8.7%
2,192
-1.4%
0.13%
-12.6%
Q2 2019$333,000
+52.8%
2,222
+47.5%
0.15%
+7.1%
Q1 2019$218,000
-11.0%
1,506
-13.0%
0.14%
+18.5%
Q4 2018$245,000
+12.9%
1,732
+9.6%
0.12%
+21.4%
Q2 2018$217,000
-12.5%
1,580
-12.9%
0.10%
-16.2%
Q4 2017$248,000
+490.5%
1,815
-95.7%
0.12%
+277.4%
Q4 2015$42,00042,1370.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders