Montis Financial, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
Montis Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$409,586
-18.4%
1,043
-15.4%
0.27%
-17.2%
Q2 2023$502,176
+8.3%
1,2330.0%0.33%
-7.8%
Q1 2023$463,694
-2.8%
1,233
-9.1%
0.36%
-11.1%
Q4 2022$476,858
+9.4%
1,357
+2.1%
0.40%
-3.8%
Q3 2022$436,000
-6.2%
1,329
-0.9%
0.42%
-3.4%
Q2 2022$465,000
-6.2%
1,341
+12.3%
0.44%
+12.4%
Q1 2022$496,000
-5.7%
1,194
-0.8%
0.39%
+1.3%
Q4 2021$526,000
+10.7%
1,2040.0%0.38%
-5.4%
Q3 2021$475,000
+0.2%
1,2040.0%0.40%
+2.8%
Q2 2021$474,000
+2.6%
1,204
-4.0%
0.39%
-8.6%
Q1 2021$462,000
-14.0%
1,254
-19.7%
0.43%
-19.8%
Q4 2020$537,0001,5610.54%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders