BANK OF MONTREAL /CAN/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 716 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 6.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,760,406
+10.3%
23,380
+11.8%
0.00%
+100.0%
Q2 2023$4,316,412
+18.6%
20,920
+7.6%
0.00%
-50.0%
Q4 2022$3,639,170
-14.6%
19,434
-5.9%
0.00%0.0%
Q3 2022$4,261,000
+19.9%
20,648
+6.6%
0.00%0.0%
Q2 2022$3,554,000
-10.2%
19,365
+10.6%
0.00%0.0%
Q1 2022$3,959,000
-14.2%
17,508
-2.9%
0.00%0.0%
Q4 2021$4,616,000
+9.2%
18,032
+6.0%
0.00%0.0%
Q3 2021$4,228,000
-21.9%
17,006
-25.4%
0.00%
-33.3%
Q2 2021$5,411,000
+1390.6%
22,786
+1293.6%
0.00%
Q1 2021$363,000
-92.1%
1,635
-92.3%
0.00%
-100.0%
Q4 2020$4,597,000
+25.6%
21,150
+5.8%
0.00%0.0%
Q3 2020$3,660,000
+10.2%
19,997
+2.5%
0.00%0.0%
Q2 2020$3,320,000
+41.6%
19,500
+1.8%
0.00%0.0%
Q1 2020$2,345,000
-15.4%
19,163
+9.8%
0.00%
+50.0%
Q4 2019$2,772,000
+8.6%
17,460
+1.3%
0.00%0.0%
Q3 2019$2,553,000
-47.5%
17,233
-47.1%
0.00%
-50.0%
Q2 2019$4,865,000
-1.4%
32,581
-5.7%
0.00%0.0%
Q1 2019$4,932,000
+22.1%
34,542
+2.4%
0.00%0.0%
Q4 2018$4,039,000
-12.1%
33,744
+4.7%
0.00%0.0%
Q3 2018$4,594,000
+12.3%
32,237
+5.9%
0.00%
+33.3%
Q2 2018$4,092,000
+16.2%
30,444
+12.0%
0.00%0.0%
Q1 2018$3,523,000
+0.4%
27,182
-1.1%
0.00%0.0%
Q4 2017$3,510,000
+12.2%
27,483
+6.9%
0.00%0.0%
Q3 2017$3,129,000
+6.2%
25,704
+2.6%
0.00%0.0%
Q2 2017$2,947,000
+13.2%
25,045
+8.7%
0.00%
+50.0%
Q1 2017$2,603,000
+7.7%
23,046
+0.9%
0.00%
-33.3%
Q4 2016$2,416,000
+4.5%
22,847
+5.2%
0.00%0.0%
Q3 2016$2,311,000
+23.9%
21,720
+18.7%
0.00%
+50.0%
Q2 2016$1,865,000
+265.7%
18,303
+260.0%
0.00%
+100.0%
Q1 2016$510,000
+7.6%
5,084
+7.0%
0.00%0.0%
Q4 2015$474,000
-3.3%
4,751
-5.8%
0.00%0.0%
Q3 2015$490,000
-11.6%
5,044
-3.0%
0.00%0.0%
Q2 2015$554,000
+9.9%
5,201
+11.6%
0.00%0.0%
Q1 2015$504,000
+51.8%
4,661
+42.7%
0.00%
Q4 2014$332,000
+135.5%
3,266
+122.9%
0.00%
Q3 2014$141,000
+43.9%
1,465
+44.6%
0.00%
Q2 2014$98,000
+46.3%
1,013
+40.5%
0.00%
Q1 2014$67,0000.0%721
-2.2%
0.00%
Q4 2013$67,000
+6.3%
7370.0%0.00%
Q3 2013$63,000
-52.6%
737
-56.8%
0.00%
Q2 2013$133,0001,7060.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders