MONTAG A & ASSOCIATES INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 962 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,624,967
-23.0%
61,485
-19.0%
0.73%
-21.1%
Q2 2023$15,104,309
+5.1%
75,943
+0.2%
0.93%
-1.1%
Q1 2023$14,371,126
+3.4%
75,813
+0.1%
0.94%
+1.1%
Q4 2022$13,895,397
+9.7%
75,708
+2.1%
0.93%
+6.0%
Q3 2022$12,671,000
+7.0%
74,139
+10.3%
0.88%
+14.5%
Q2 2022$11,838,000
-36.5%
67,218
-23.3%
0.77%
-22.5%
Q1 2022$18,631,000
-24.1%
87,667
-19.3%
0.99%
-18.3%
Q4 2021$24,542,000
+40.0%
108,588
+35.5%
1.21%
+28.6%
Q3 2021$17,525,000
-0.5%
80,144
+2.5%
0.94%
+0.6%
Q2 2021$17,613,000
+26.4%
78,185
+20.1%
0.94%
+19.3%
Q1 2021$13,931,000
+6.5%
65,073
-3.1%
0.78%
-2.4%
Q4 2020$13,079,000
+253.0%
67,180
+178.9%
0.80%
+168.6%
Q3 2020$3,705,000
+13.5%
24,088
+7.6%
0.30%
+4.9%
Q2 2020$3,263,000
+387.7%
22,390
+286.4%
0.28%
+325.4%
Q1 2020$669,000
-7.2%
5,794
+33.2%
0.07%
+15.5%
Q4 2019$721,000
+21.6%
4,351
+12.9%
0.06%
+11.5%
Q3 2019$593,000
+44.3%
3,854
+47.0%
0.05%
+40.5%
Q2 2019$411,000
+8.2%
2,621
+5.4%
0.04%
+5.7%
Q1 2019$380,0002,4860.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders