MONTAG A & ASSOCIATES INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 709 filers reported holding VANGUARD INDEX FDS in Q3 2015. The put-call ratio across all filers is 2.31 and the average weighting 1.0%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,314,757
-7.5%
30,303
+2.3%
0.15%
-5.2%
Q2 2023$2,502,167
+1.7%
29,6160.0%0.15%
-4.3%
Q1 2023$2,459,292
+10.8%
29,616
+10.0%
0.16%
+8.1%
Q4 2022$2,220,180
+2.0%
26,918
-0.8%
0.15%
-1.3%
Q3 2022$2,176,000
-10.7%
27,144
+1.5%
0.15%
-4.4%
Q2 2022$2,436,000
-18.7%
26,741
-3.3%
0.16%
-0.6%
Q1 2022$2,998,000
-6.6%
27,664
+0.0%
0.16%
+0.6%
Q4 2021$3,209,000
+11.9%
27,663
-1.8%
0.16%
+2.6%
Q3 2021$2,868,000
-0.4%
28,181
-0.4%
0.15%
+0.7%
Q2 2021$2,880,000
+12.0%
28,289
+1.0%
0.15%
+5.5%
Q1 2021$2,572,000
+3.3%
28,001
-4.5%
0.14%
-5.2%
Q4 2020$2,490,000
-31.8%
29,320
-36.6%
0.15%
-48.0%
Q3 2020$3,650,000
-8.9%
46,230
-9.4%
0.29%
-16.0%
Q2 2020$4,006,000
+8.9%
51,012
-3.2%
0.35%
-4.6%
Q1 2020$3,680,000
-22.8%
52,688
+2.6%
0.37%
-3.7%
Q4 2019$4,766,000
-2.8%
51,361
-2.4%
0.38%
-10.8%
Q3 2019$4,905,000
+12.9%
52,598
+5.9%
0.43%
+10.3%
Q2 2019$4,343,000
+2.2%
49,691
+1.6%
0.39%
-1.8%
Q1 2019$4,249,000
+17.9%
48,891
+1.2%
0.39%
+1.5%
Q4 2018$3,604,000
-10.7%
48,326
-3.3%
0.39%
+9.9%
Q3 2018$4,034,000
+3.2%
50,000
+4.2%
0.35%
-12.0%
Q2 2018$3,908,000
+7.9%
47,985
-0.0%
0.40%
+7.5%
Q1 2018$3,623,000
-11.8%
48,005
-3.0%
0.37%
-6.0%
Q4 2017$4,106,000
+0.2%
49,488
+0.4%
0.40%
-9.8%
Q3 2017$4,097,000
-0.2%
49,3050.0%0.44%
-4.3%
Q2 2017$4,104,000
+0.8%
49,3050.0%0.46%
+1.1%
Q1 2017$4,072,000
-25.9%
49,305
-26.0%
0.46%
-30.0%
Q4 2016$5,496,000
+41.9%
66,592
+49.1%
0.65%
+31.8%
Q3 2016$3,874,000
-14.1%
44,665
-12.2%
0.49%
-17.3%
Q2 2016$4,512,000
+31.5%
50,889
+24.3%
0.60%
+23.7%
Q1 2016$3,430,000
+30.1%
40,935
+23.8%
0.48%
+24.9%
Q4 2015$2,636,000
-4.7%
33,060
-9.7%
0.39%
-10.6%
Q3 2015$2,766,000
+4.0%
36,610
+2.8%
0.43%
+11.6%
Q2 2015$2,660,000
-11.4%
35,6100.0%0.39%
-10.8%
Q1 2015$3,002,000
+4.1%
35,6100.0%0.43%0.0%
Q4 2014$2,884,000
+12.7%
35,6100.0%0.43%
+2.8%
Q3 2014$2,559,000
+10.1%
35,610
+14.6%
0.42%
+11.3%
Q2 2014$2,325,000
+6.0%
31,0600.0%0.38%
+2.2%
Q1 2014$2,193,000
+12.3%
31,060
+2.7%
0.37%
+10.7%
Q4 2013$1,953,000
-1.1%
30,250
+1.3%
0.34%
-9.0%
Q3 2013$1,974,000
+8.6%
29,850
+12.9%
0.37%
-0.8%
Q2 2013$1,818,00026,4500.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2015
NameSharesValueWeighting ↓
Vanderbilt University 2,374,356$195,836,88350.47%
LifeGuide Financial Advisors, LLC 496,644$40,963,19635.52%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,424,154$529,86427.58%
Gibson Capital, LLC 1,037,595$85,580,52225.48%
Seven Post Investment Office LP 752,486$62,065,01921.82%
Passive Capital Management, LLC. 534,787$44,109,19220.07%
Fairfield University 201,998$16,660,75913.84%
VISTA CAPITAL PARTNERS, INC. 1,054,461$86,971,92913.56%
Michelson Medical Research Foundation, Inc. 226,480$18,680,07012.10%
Iyo Bank, Ltd. 235,715$19,44211.45%
View complete list of VANGUARD INDEX FDS shareholders