MONTAG A & ASSOCIATES INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,131,053
-5.3%
53,453
+0.1%
0.70%
-2.9%
Q2 2023$11,759,847
+3.7%
53,415
-0.7%
0.72%
-2.4%
Q1 2023$11,344,965
+1.7%
53,788
-1.7%
0.74%
-0.7%
Q4 2022$11,150,037
+7.6%
54,708
-0.7%
0.75%
+4.2%
Q3 2022$10,359,000
-4.7%
55,106
-0.1%
0.72%
+2.0%
Q2 2022$10,868,000
-18.1%
55,175
-1.1%
0.70%
-0.3%
Q1 2022$13,271,000
-6.2%
55,797
+0.5%
0.70%
+1.0%
Q4 2021$14,145,000
+6.9%
55,520
-0.7%
0.70%
-1.8%
Q3 2021$13,237,000
-1.8%
55,908
-1.6%
0.71%
-0.7%
Q2 2021$13,483,000
+5.3%
56,808
-1.8%
0.72%
-0.7%
Q1 2021$12,801,000
+7.0%
57,833
-0.1%
0.72%
-1.9%
Q4 2020$11,964,000
+17.9%
57,862
+0.5%
0.74%
-10.1%
Q3 2020$10,147,000
+3.7%
57,566
-3.6%
0.82%
-4.4%
Q2 2020$9,788,000
+21.6%
59,716
-2.4%
0.86%
+6.6%
Q1 2020$8,051,000
-26.2%
61,154
-0.1%
0.80%
-7.9%
Q4 2019$10,907,000
+6.5%
61,215
+0.2%
0.87%
-2.1%
Q3 2019$10,242,000
+0.6%
61,108
+0.4%
0.89%
-1.8%
Q2 2019$10,176,000
+4.5%
60,878
+0.5%
0.91%
+0.4%
Q1 2019$9,742,000
+17.2%
60,603
+0.7%
0.90%
+1.0%
Q4 2018$8,315,000
-14.7%
60,173
+1.3%
0.89%
+4.7%
Q3 2018$9,751,000
+4.4%
59,387
+0.2%
0.85%
-10.9%
Q2 2018$9,344,000
+2.2%
59,2760.0%0.96%
+1.9%
Q1 2018$9,141,000
-2.7%
59,276
-2.3%
0.94%
+3.6%
Q4 2017$9,392,000
+5.8%
60,678
+0.5%
0.91%
-4.7%
Q3 2017$8,875,000
-3.6%
60,372
-6.5%
0.95%
-7.6%
Q2 2017$9,203,000
+1.9%
64,572
-0.4%
1.03%
+2.2%
Q1 2017$9,029,000
+7.5%
64,843
+1.6%
1.01%
+1.5%
Q4 2016$8,399,000
+5.3%
63,805
+3.5%
0.99%
-2.1%
Q3 2016$7,978,000
+4.9%
61,636
+0.2%
1.02%
+1.1%
Q2 2016$7,604,000
+2.7%
61,509
+0.7%
1.00%
-3.6%
Q1 2016$7,405,000
+13.1%
61,086
+12.1%
1.04%
+8.4%
Q4 2015$6,546,000
-0.7%
54,500
-3.5%
0.96%
-6.9%
Q3 2015$6,592,000
-2.3%
56,500
+6.8%
1.03%
+5.0%
Q2 2015$6,744,000
-4.0%
52,9250.0%0.98%
-3.3%
Q1 2015$7,023,000
+8.6%
52,925
+1.1%
1.02%
+4.5%
Q4 2014$6,465,000
+7.6%
52,325
+2.1%
0.97%
-1.9%
Q3 2014$6,009,000
-3.5%
51,225
-2.4%
0.99%
-2.4%
Q2 2014$6,226,000
+4.5%
52,461
+0.0%
1.02%
+0.8%
Q1 2014$5,956,000
-2.9%
52,443
-5.9%
1.01%
-4.5%
Q4 2013$6,133,000
+7.4%
55,743
+0.0%
1.05%
-1.1%
Q3 2013$5,711,000
+7.7%
55,7250.0%1.07%
-1.6%
Q2 2013$5,302,00055,7251.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders