CALTON & ASSOCIATES, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,053 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.26 and the average weighting 2.5%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$2,124,064
-2.4%
5,215
-9.9%
0.99%
-1.9%
Q1 2023$2,176,703
+7.5%
5,788
+0.4%
1.01%
+28.8%
Q4 2022$2,025,548
+50.7%
5,765
+40.8%
0.78%
+1.8%
Q3 2022$1,344,000
-7.1%
4,094
-1.8%
0.77%
-4.2%
Q2 2022$1,446,000
-8.5%
4,171
+9.6%
0.80%
+71.4%
Q1 2022$1,580,000
-6.6%
3,806
-1.7%
0.47%
+4.0%
Q4 2021$1,691,000
+14.3%
3,873
+3.2%
0.45%
+39.2%
Q3 2021$1,480,000
+5.1%
3,753
+5.0%
0.32%
+21.3%
Q2 2021$1,408,000
-2.4%
3,575
-9.8%
0.27%
-5.0%
Q1 2021$1,443,000
-5.0%
3,962
-10.4%
0.28%
+3.7%
Q4 2020$1,519,000
+18.4%
4,420
+6.0%
0.27%
+3.0%
Q3 2020$1,283,000
+10.3%
4,169
+1.6%
0.26%
+4.0%
Q2 2020$1,163,000
+10.7%
4,103
-7.5%
0.25%
-2.7%
Q1 2020$1,051,000
-56.7%
4,436
-45.9%
0.26%
-46.6%
Q4 2019$2,425,000
+68.1%
8,198
+54.9%
0.49%
+51.7%
Q3 2019$1,443,000
+41.9%
5,293
+40.0%
0.32%
+11.8%
Q2 2019$1,017,000
+46.1%
3,780
+40.9%
0.29%
+35.4%
Q1 2019$696,000
+11.5%
2,682
-1.2%
0.21%
-7.8%
Q4 2018$624,000
-6.6%
2,715
+8.6%
0.23%
+16.8%
Q3 2018$668,000
+17.0%
2,501
+14.8%
0.20%
+18.7%
Q2 2018$571,000
+11.3%
2,179
+2.7%
0.17%
+12.2%
Q1 2018$513,000
+198.3%
2,121
+219.4%
0.15%
+244.2%
Q4 2017$172,0006640.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders