BANK OF MONTREAL /CAN/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$36,220,408
+3.7%
127,717
+3.7%
0.01%
+8.3%
Q2 2023$34,926,302
+19.0%
123,218
-10.0%
0.01%
-7.7%
Q4 2022$29,350,643
-28.7%
136,935
-15.6%
0.01%
-27.8%
Q3 2022$41,182,000
+20.2%
162,292
+10.6%
0.02%
+12.5%
Q2 2022$34,272,000
-22.2%
146,722
-1.5%
0.02%
-23.8%
Q1 2022$44,059,000
-10.7%
148,929
-1.6%
0.02%
-19.2%
Q4 2021$49,359,000
+2.9%
151,372
-4.2%
0.03%
+18.2%
Q3 2021$47,951,000
-4.2%
157,993
-9.3%
0.02%
-12.0%
Q2 2021$50,050,000
+2449.7%
174,239
+2298.7%
0.02%
+2400.0%
Q1 2021$1,963,000
-93.2%
7,264
-93.7%
0.00%
-94.7%
Q4 2020$29,038,000
+20.2%
114,534
+7.5%
0.02%
-5.0%
Q3 2020$24,165,000
+7.3%
106,577
+0.1%
0.02%
-4.8%
Q2 2020$22,523,000
+45.5%
106,422
+4.8%
0.02%
+16.7%
Q1 2020$15,475,000
+66.7%
101,585
+99.4%
0.02%
+157.1%
Q4 2019$9,281,000
+30.1%
50,944
+18.7%
0.01%
+16.7%
Q3 2019$7,136,000
-66.6%
42,912
-67.2%
0.01%
-66.7%
Q2 2019$21,396,000
+16.2%
130,953
+11.2%
0.02%
+12.5%
Q1 2019$18,413,000
+20.8%
117,713
+3.7%
0.02%
+14.3%
Q4 2018$15,241,000
-17.9%
113,464
-1.5%
0.01%
-6.7%
Q3 2018$18,554,000
+4.3%
115,215
-3.0%
0.02%0.0%
Q2 2018$17,786,000
+13.8%
118,726
+7.8%
0.02%
+7.1%
Q1 2018$15,624,000
-5.7%
110,121
-6.5%
0.01%0.0%
Q4 2017$16,561,000
-7.9%
117,748
-13.1%
0.01%
-12.5%
Q3 2017$17,979,000
+1.9%
135,434
-2.4%
0.02%
-5.9%
Q2 2017$17,636,000
+1.2%
138,822
-3.1%
0.02%0.0%
Q1 2017$17,426,000
+5.9%
143,233
-3.6%
0.02%0.0%
Q4 2016$16,457,000
+44.3%
148,646
+46.4%
0.02%
+41.7%
Q3 2016$11,401,000
+3.3%
101,535
-1.4%
0.01%
-7.7%
Q2 2016$11,041,000
-41.2%
102,988
-41.6%
0.01%
-35.0%
Q1 2016$18,774,000
-12.9%
176,367
-12.9%
0.02%
-23.1%
Q4 2015$21,551,000
+5.9%
202,571
-0.2%
0.03%
-7.1%
Q3 2015$20,358,000
-7.6%
202,996
-1.4%
0.03%
+7.7%
Q2 2015$22,042,000
+0.6%
205,902
-1.7%
0.03%
+4.0%
Q1 2015$21,918,000
-12.2%
209,526
-12.4%
0.02%
-10.7%
Q4 2014$24,957,000
+4.8%
239,070
+0.1%
0.03%
+3.7%
Q3 2014$23,804,000
+0.5%
238,836
-0.2%
0.03%
+3.8%
Q2 2014$23,680,000
+2.9%
239,425
-2.7%
0.03%
-13.3%
Q1 2014$23,011,000
-17.0%
246,155
-17.4%
0.03%
-21.1%
Q4 2013$27,720,000
+9.8%
297,895
-0.2%
0.04%
-2.6%
Q3 2013$25,251,000
+7.5%
298,435
-0.8%
0.04%
-7.1%
Q2 2013$23,500,000300,7000.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders