GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$38,644
+2.3%
176
-9.3%
0.02%
-10.5%
Q3 2023$37,785
+4.3%
194
+10.2%
0.02%0.0%
Q2 2023$36,216
+5.6%
1760.0%0.02%
-5.0%
Q1 2023$34,301
+8.4%
1760.0%0.02%0.0%
Q4 2022$31,638
+5.5%
1760.0%0.02%
-4.8%
Q3 2022$30,000
-6.2%
1760.0%0.02%
+5.0%
Q2 2022$32,000
-17.9%
1760.0%0.02%
-9.1%
Q1 2022$39,0001760.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 454,168$77,454,0009.25%
Truepoint, Inc. 982,669$167,584,0008.58%
BHK Investment Advisors, LLC 98,076$16,726,0008.40%
Trust Co 217,233$37,046,0008.10%
Axiom Advisory, LLC 33,194$5,665,0006.73%
Praetorian Wealth Management, Inc. 96,676$16,487,0006.18%
Operose Advisors LLC 55,133$9,402,0006.17%
Hapanowicz & Associates Financial Services, Inc 31,022$5,290,0004.89%
Waverly Advisors, LLC 405,892$69,221,0004.87%
Bryn Mawr Capital Management, LLC 78,435$13,376,0004.74%
View complete list of VANGUARD INDEX FDS shareholders