MONTAG & CALDWELL, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 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 Q3 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders