MONTAG & CALDWELL, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,524 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
MONTAG & CALDWELL, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$498,767
+0.3%
2,638
+5.5%
0.06%
+4.9%
Q2 2023$497,424
+19.2%
2,501
+13.6%
0.06%
+8.9%
Q1 2023$417,222
+3.3%
2,2010.0%0.06%
-5.1%
Q4 2022$403,972
-44.0%
2,201
-47.8%
0.06%
-44.9%
Q3 2022$721,000
-19.2%
4,218
-16.7%
0.11%
-17.1%
Q2 2022$892,000
+145.7%
5,063
+196.8%
0.13%
+222.5%
Q1 2022$363,000
+18.6%
1,706
+26.0%
0.04%
+33.3%
Q4 2021$306,000
+20.9%
1,354
+17.1%
0.03%
+30.4%
Q3 2021$253,000
+14.5%
1,156
+18.0%
0.02%
+15.0%
Q2 2021$221,0009800.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders