MONTAG A & ASSOCIATES INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$487,826
-5.4%
3,7250.0%0.03%
-3.1%
Q2 2023$515,466
+3.2%
3,7250.0%0.03%
-3.0%
Q1 2023$499,411
+83.3%
3,725
+84.9%
0.03%
+83.3%
Q4 2022$272,509
+11.2%
2,0150.0%0.02%
+5.9%
Q3 2022$245,000
+67.8%
2,015
+78.3%
0.02%
+88.9%
Q2 2022$146,000
-13.6%
1,1300.0%0.01%0.0%
Q1 2022$169,000
-0.6%
1,1300.0%0.01%
+12.5%
Q4 2021$170,000
+7.6%
1,1300.0%0.01%0.0%
Q3 2021$158,000
-56.8%
1,130
-56.6%
0.01%
-57.9%
Q2 2021$366,000
-2.4%
2,606
-6.2%
0.02%
-9.5%
Q1 2021$375,000
+179.9%
2,779
+145.9%
0.02%
+162.5%
Q4 2020$134,0001,1300.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders