Montis Financial, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,307 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 2.5%.

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 Q2 2023
NameSharesValueWeighting ↓
GLOBE LIFE INC. 735,176$276,477,571100.00%
E-L Financial Corp Ltd 1,653,683$840,980,370100.00%
Standard Family Office LLC 125,136$47,059,89686.02%
AXIS CAPITAL HOLDINGS LTD 284,972$107,169,42070.54%
Liquid Strategies, LLC 598,486$225,072,63061.19%
Fairfield University 145,978$54,898,10948.09%
Trevian Wealth Management LLC 134,772$50,68447.40%
JBF Capital, Inc. 509,121$191,465,13443.41%
Acorns Advisers, LLC 7,694,526$2,893,68042.05%
WELCH CAPITAL PARTNERS LLC/NY 364,783$137,18441.12%
View complete list of VANGUARD INDEX FDS shareholders