Montis Financial, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,772 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 4.10 and the average weighting 2.3%.

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 Q3 2021
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