MONTAG & CALDWELL, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,620 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.38 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 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders