GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$1,885
-48.6%
13
-53.6%
0.00%
-50.0%
Q3 2023$3,667
-38.9%
28
-44.0%
0.00%
-50.0%
Q3 2022$6,000
-70.0%
50
-61.8%
0.00%
-63.6%
Q1 2022$20,000
+11.1%
1310.0%0.01%0.0%
Q2 2021$18,000
+80.0%
131
+56.0%
0.01%
+37.5%
Q4 2020$10,000840.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Waverly Advisors, LLC 540,505$61,077,0008.76%
Dougherty Wealth Advisers LLC 19,972$2,257,0007.42%
FORTE CAPITAL LLC /ADV 188,633$21,316,0006.59%
Money Design Co.,Ltd. 269,870$30,495,0006.41%
BHK Investment Advisors, LLC 97,225$10,986,0006.34%
Summit Financial, LLC 319,281$34,749,323,0005.89%
SHAKESPEARE WEALTH MANAGEMENT, INC. 73,856$8,346,0004.83%
Capital Advantage, Inc. 121,914$13,776,0004.77%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 81,204$9,176,0004.39%
View complete list of VANGUARD INDEX FDS shareholders