BANK OF MONTREAL /CAN/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,963,054
+0.8%
57,552
+3.2%
0.00%0.0%
Q2 2023$12,858,593
+8.9%
55,793
+0.9%
0.00%
-20.0%
Q4 2022$11,807,557
+5.5%
55,284
+4.3%
0.01%0.0%
Q3 2022$11,195,000
-5.6%
52,990
-7.5%
0.01%
-16.7%
Q2 2022$11,862,000
+328.5%
57,281
+424.1%
0.01%
+500.0%
Q1 2022$2,768,000
-6.6%
10,930
+4.9%
0.00%
-50.0%
Q4 2021$2,965,000
+4.4%
10,422
+5.9%
0.00%
+100.0%
Q3 2021$2,841,000
+3.1%
9,839
+4.4%
0.00%0.0%
Q2 2021$2,756,000
+1666.7%
9,423
+1591.7%
0.00%
Q1 2021$156,000
-38.6%
557
-38.6%
0.00%
Q4 2020$254,000
+101.6%
907
+60.0%
0.00%
Q3 2020$126,000
+5.0%
567
-3.9%
0.00%
Q2 2020$120,000
-2.4%
590
-31.3%
0.00%
Q1 2020$123,000
-15.2%
859
+17.7%
0.00%
Q4 2019$145,000
-11.6%
730
-19.0%
0.00%
Q3 2019$164,000
-88.2%
901
-87.9%
0.00%
-100.0%
Q2 2019$1,392,000
-1.1%
7,476
-4.5%
0.00%0.0%
Q1 2019$1,407,000
+17.8%
7,826
-1.3%
0.00%0.0%
Q4 2018$1,194,000
-19.6%
7,927
-0.1%
0.00%0.0%
Q3 2018$1,485,000
+7.0%
7,932
+0.5%
0.00%0.0%
Q2 2018$1,388,000
+25.3%
7,890
+16.7%
0.00%0.0%
Q1 2018$1,108,000
+13.3%
6,761
+11.3%
0.00%0.0%
Q4 2017$978,000
+1.9%
6,076
-3.3%
0.00%0.0%
Q3 2017$960,000
+33.1%
6,284
+27.1%
0.00%0.0%
Q2 2017$721,000
+19.0%
4,943
+14.8%
0.00%0.0%
Q1 2017$606,000
+22.2%
4,307
+15.4%
0.00%0.0%
Q4 2016$496,000
+10.0%
3,731
+9.1%
0.00%
Q3 2016$451,000
-11.9%
3,419
-17.1%
0.00%
-100.0%
Q2 2016$512,000
-51.2%
4,126
-53.2%
0.00%0.0%
Q1 2016$1,049,000
-40.7%
8,820
-39.5%
0.00%
-50.0%
Q4 2015$1,769,000
-41.8%
14,572
-43.6%
0.00%
-50.0%
Q3 2015$3,042,000
-11.3%
25,822
+1.1%
0.00%0.0%
Q2 2015$3,431,000
+44.8%
25,549
+42.1%
0.00%
+33.3%
Q1 2015$2,369,000
+85.5%
17,976
+77.3%
0.00%
+200.0%
Q4 2014$1,277,000
-36.3%
10,136
-39.2%
0.00%
-50.0%
Q3 2014$2,006,000
-7.0%
16,670
-1.5%
0.00%0.0%
Q2 2014$2,156,000
+3.8%
16,917
+1.1%
0.00%
-33.3%
Q1 2014$2,077,000
+32.7%
16,728
+30.8%
0.00%
+50.0%
Q4 2013$1,565,000
+10.6%
12,793
+3.5%
0.00%0.0%
Q3 2013$1,415,000
+12.1%
12,362
+0.8%
0.00%0.0%
Q2 2013$1,262,00012,2660.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders