MONTAG A & ASSOCIATES INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,187,578
+0.2%
28,381
+4.0%
0.71%
+2.8%
Q2 2023$11,162,184
+8.7%
27,301
-0.0%
0.69%
+2.4%
Q1 2023$10,269,344
+19.0%
27,307
+11.2%
0.67%
+16.1%
Q4 2022$8,631,370
+94.1%
24,567
+82.2%
0.58%
+87.7%
Q3 2022$4,447,000
-9.8%
13,484
-4.7%
0.31%
-3.4%
Q2 2022$4,928,000
-15.5%
14,148
+0.7%
0.32%
+2.9%
Q1 2022$5,831,000
+11.7%
14,044
+17.4%
0.31%
+20.6%
Q4 2021$5,221,000
+22.1%
11,958
+10.3%
0.26%
+11.7%
Q3 2021$4,276,000
-5.8%
10,842
-6.0%
0.23%
-4.6%
Q2 2021$4,537,000
+10.0%
11,529
+1.9%
0.24%
+3.9%
Q1 2021$4,123,000
+33.1%
11,317
+25.5%
0.23%
+22.1%
Q4 2020$3,098,000
+11.6%
9,014
-0.1%
0.19%
-15.2%
Q3 2020$2,777,000
+10.2%
9,026
+1.5%
0.22%
+1.4%
Q2 2020$2,521,000
+6.9%
8,893
-10.7%
0.22%
-6.0%
Q1 2020$2,358,000
+10.4%
9,958
+37.9%
0.24%
+37.4%
Q4 2019$2,135,000
+10.1%
7,219
+1.5%
0.17%
+1.2%
Q3 2019$1,939,000
+11.6%
7,114
+10.2%
0.17%
+9.0%
Q2 2019$1,737,000
+7.7%
6,453
+3.9%
0.16%
+3.3%
Q1 2019$1,613,000
+27.0%
6,213
+12.4%
0.15%
+9.5%
Q4 2018$1,270,000
+43.8%
5,527
+67.2%
0.14%
+77.9%
Q3 2018$883,000
+7.0%
3,3060.0%0.08%
-9.4%
Q2 2018$825,000
+16.0%
3,306
+12.6%
0.08%
+16.4%
Q1 2018$711,000
-9.0%
2,935
-7.8%
0.07%
-3.9%
Q4 2017$781,000
+2.8%
3,185
-3.3%
0.08%
-7.3%
Q3 2017$760,000
+3.8%
3,2950.0%0.08%0.0%
Q2 2017$732,000
+3.2%
3,295
+0.5%
0.08%
+3.8%
Q1 2017$709,000
+2.6%
3,279
-2.6%
0.08%
-3.7%
Q4 2016$691,000
+13.1%
3,367
+9.5%
0.08%
+5.1%
Q3 2016$611,000
-43.0%
3,075
-44.8%
0.08%
-45.1%
Q2 2016$1,072,000
-4.0%
5,575
-5.9%
0.14%
-9.6%
Q1 2016$1,117,000
-3.2%
5,925
-4.0%
0.16%
-7.1%
Q4 2015$1,154,000
+6.4%
6,1750.0%0.17%
-0.6%
Q3 2015$1,085,000
-0.9%
6,175
+6.5%
0.17%
+6.9%
Q2 2015$1,095,000
-0.2%
5,8000.0%0.16%0.0%
Q1 2015$1,097,000
+198.9%
5,800
+197.4%
0.16%
+189.1%
Q4 2014$367,000
+4.3%
1,9500.0%0.06%
-5.2%
Q3 2014$352,0001,9500.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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