BANK OF MONTREAL /CAN/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 869 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.48 and the average weighting 0.9%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,333,278
+15.5%
21,005
+13.7%
0.00%0.0%
Q2 2023$3,752,911
+23.2%
18,482
+6.0%
0.00%0.0%
Q4 2022$3,046,596
+35.0%
17,430
+37.1%
0.00%0.0%
Q3 2022$2,256,000
-8.7%
12,715
-7.6%
0.00%0.0%
Q2 2022$2,472,000
-8.0%
13,765
+9.0%
0.00%0.0%
Q1 2022$2,686,000
+6.6%
12,625
+11.3%
0.00%0.0%
Q4 2021$2,519,000
+2.7%
11,341
-3.9%
0.00%0.0%
Q3 2021$2,452,000
-12.5%
11,799
-15.5%
0.00%0.0%
Q2 2021$2,802,000
+583.4%
13,959
+551.7%
0.00%
Q1 2021$410,000
-84.9%
2,142
-86.0%
0.00%
-100.0%
Q4 2020$2,724,000
+25.2%
15,291
+10.0%
0.00%0.0%
Q3 2020$2,176,000
-8.1%
13,896
-14.2%
0.00%0.0%
Q2 2020$2,367,000
+12.5%
16,189
-10.9%
0.00%0.0%
Q1 2020$2,104,000
-23.9%
18,172
-2.8%
0.00%0.0%
Q4 2019$2,765,000
+17.9%
18,697
+8.7%
0.00%0.0%
Q3 2019$2,346,000
-36.8%
17,203
-37.6%
0.00%
-33.3%
Q2 2019$3,714,000
+4.6%
27,575
+0.8%
0.00%0.0%
Q1 2019$3,552,000
+13.2%
27,364
+0.1%
0.00%0.0%
Q4 2018$3,138,000
-23.8%
27,330
-11.4%
0.00%0.0%
Q3 2018$4,119,000
+11.4%
30,854
+4.1%
0.00%0.0%
Q2 2018$3,696,000
+7.4%
29,627
+4.3%
0.00%0.0%
Q1 2018$3,442,000
-32.7%
28,396
-32.0%
0.00%
-25.0%
Q4 2017$5,117,000
+5.7%
41,747
-0.5%
0.00%0.0%
Q3 2017$4,840,000
-18.8%
41,938
-21.9%
0.00%
-33.3%
Q2 2017$5,963,000
-44.7%
53,712
-46.1%
0.01%
-40.0%
Q1 2017$10,775,000
-3.4%
99,692
-9.7%
0.01%
-16.7%
Q4 2016$11,151,000
+0.7%
110,444
-1.1%
0.01%0.0%
Q3 2016$11,074,000
+3.4%
111,673
-0.1%
0.01%0.0%
Q2 2016$10,712,000
-90.2%
111,762
-90.4%
0.01%
-89.7%
Q1 2016$109,357,000
+1.6%
1,163,244
+1.0%
0.12%
-9.3%
Q4 2015$107,658,000
+6.0%
1,151,415
-0.2%
0.13%
-7.9%
Q3 2015$101,608,000
-6.3%
1,153,985
+0.9%
0.14%
+10.2%
Q2 2015$108,493,000
+3.2%
1,144,205
+3.7%
0.13%
+4.1%
Q1 2015$105,083,000
+5.0%
1,103,822
+4.1%
0.12%
+8.0%
Q4 2014$100,082,000
+7.5%
1,060,304
+3.0%
0.11%
+7.6%
Q3 2014$93,111,000
+0.5%
1,029,302
+0.0%
0.10%
+1.9%
Q2 2014$92,620,000
+4.1%
1,028,995
-0.5%
0.10%
-10.4%
Q1 2014$88,983,000
-0.1%
1,034,444
-1.5%
0.12%
-5.7%
Q4 2013$89,072,000
+8.3%
1,050,381
-1.2%
0.12%
-4.7%
Q3 2013$82,248,000
+4.3%
1,063,463
-1.0%
0.13%
-8.6%
Q2 2013$78,860,0001,074,2460.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders