BANK OF MONTREAL /CAN/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$67,675,095
+5.7%
311,107
+7.2%
0.02%
+4.5%
Q2 2023$64,011,377
+8.2%
290,235
+3.4%
0.02%
-15.4%
Q4 2022$59,164,729
+39.1%
280,654
+35.5%
0.03%
+44.4%
Q3 2022$42,540,000
-2.9%
207,178
-3.7%
0.02%
-10.0%
Q2 2022$43,832,000
+7.7%
215,155
+28.0%
0.02%0.0%
Q1 2022$40,680,000
+2.2%
168,066
+8.0%
0.02%
-4.8%
Q4 2021$39,818,000
+23.3%
155,581
+18.4%
0.02%
+40.0%
Q3 2021$32,302,000
-46.8%
131,385
-48.5%
0.02%
-50.0%
Q2 2021$60,664,000
+87.4%
255,005
+78.8%
0.03%
+42.9%
Q1 2021$32,367,000
-80.5%
142,641
-81.7%
0.02%
-80.9%
Q4 2020$165,685,000
+56.1%
779,696
+31.9%
0.11%
+23.6%
Q3 2020$106,153,000
+9.1%
591,286
+0.3%
0.09%0.0%
Q2 2020$97,276,000
+25909.6%
589,730
+19884.1%
0.09%
Q1 2020$374,000
-55.8%
2,951
-37.9%
0.00%
-100.0%
Q4 2019$846,000
+14.0%
4,750
+7.2%
0.00%0.0%
Q3 2019$742,000
-93.8%
4,429
-93.8%
0.00%
-90.0%
Q2 2019$11,877,000
-87.8%
71,056
-88.3%
0.01%
-88.0%
Q1 2019$97,217,000
+13.1%
604,775
-2.8%
0.08%
+2.5%
Q4 2018$85,940,000
-12.0%
621,934
+4.5%
0.08%
+5.2%
Q3 2018$97,674,000
+1.6%
594,878
-2.4%
0.08%
-2.5%
Q2 2018$96,115,000
+1625.6%
609,701
+1588.2%
0.08%
+1480.0%
Q1 2018$5,570,000
-28.0%
36,115
-27.8%
0.01%
-28.6%
Q4 2017$7,738,000
-91.4%
49,991
-91.9%
0.01%
-91.6%
Q3 2017$90,204,000
+1606.1%
613,632
+1554.0%
0.08%
+1560.0%
Q2 2017$5,287,000
+0.8%
37,101
-1.5%
0.01%0.0%
Q1 2017$5,245,000
-92.8%
37,670
-93.2%
0.01%
-93.5%
Q4 2016$73,257,000
+6.1%
557,682
+4.6%
0.08%
+2.7%
Q3 2016$69,031,000
+1166.6%
533,309
+1109.8%
0.08%
+1150.0%
Q2 2016$5,450,000
+18.4%
44,083
+16.1%
0.01%
+20.0%
Q1 2016$4,602,000
-3.1%
37,962
-4.0%
0.01%
-16.7%
Q4 2015$4,748,000
+5.6%
39,534
+2.6%
0.01%0.0%
Q3 2015$4,497,000
-14.7%
38,539
-6.9%
0.01%0.0%
Q2 2015$5,275,000
+8.0%
41,389
+12.5%
0.01%0.0%
Q1 2015$4,884,000
+39.6%
36,798
+30.0%
0.01%
+50.0%
Q4 2014$3,499,000
+16.0%
28,315
+10.1%
0.00%
+33.3%
Q3 2014$3,016,000
+0.8%
25,720
+2.0%
0.00%0.0%
Q2 2014$2,993,000
+18.4%
25,226
+13.3%
0.00%0.0%
Q1 2014$2,527,000
+39.4%
22,255
+35.1%
0.00%
+50.0%
Q4 2013$1,813,000
+33.9%
16,476
+24.7%
0.00%0.0%
Q3 2013$1,354,000
+7.0%
13,213
-0.6%
0.00%0.0%
Q2 2013$1,265,00013,2920.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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