GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,053 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.26 and the average weighting 2.5%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$84,750,149
+18.2%
194,025
+6.3%
37.27%
+3.7%
Q3 2023$71,701,156
+1.6%
182,585
+5.4%
35.93%
-1.4%
Q2 2023$70,582,873
+42.0%
173,303
+31.1%
36.43%
+25.1%
Q1 2023$49,698,417
+31.2%
132,177
+22.6%
29.12%
+19.1%
Q4 2022$37,876,935
+13.0%
107,807
+5.6%
24.45%
+4.1%
Q3 2022$33,506,000
+176.9%
102,058
+196.1%
23.49%
+206.4%
Q2 2022$12,100,000
+110.3%
34,468
+148.7%
7.66%
+136.2%
Q1 2022$5,753,000
+31.2%
13,858
+24.3%
3.24%
+19.3%
Q2 2021$4,386,000
+110.6%
11,146
+95.0%
2.72%
+75.2%
Q1 2021$2,083,000
+53.5%
5,717
+44.8%
1.55%
+36.1%
Q4 2020$1,357,0003,9491.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders