MONTAG A & ASSOCIATES INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 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 Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders