GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,343 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 3.06 and the average weighting 0.7%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$193,067
+1.1%
2,185
-13.4%
0.08%
-11.5%
Q3 2023$190,890
-7.8%
2,523
+1.8%
0.10%
-10.3%
Q2 2023$207,062
-15.4%
2,478
-15.9%
0.11%
-25.2%
Q1 2023$244,802
-8.3%
2,948
-8.9%
0.14%
-16.9%
Q4 2022$266,988
+2.7%
3,2370.0%0.17%
-5.5%
Q3 2022$260,000
-48.3%
3,237
-40.5%
0.18%
-42.9%
Q2 2022$503,000
-25.5%
5,441
-12.6%
0.32%
-16.3%
Q1 2022$675,000
+105.2%
6,228
+92.7%
0.38%
+86.8%
Q2 2021$329,000
+14.6%
3,232
+3.5%
0.20%
-4.7%
Q1 2021$287,000
-29.8%
3,122
-35.2%
0.21%
-37.8%
Q4 2020$409,0004,8150.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$527,985,00042.42%
Sterling Global Strategies LLC 125,307$10,593,00032.30%
Cassaday & Co Inc. 274,620$23,153,00027.32%
RFG Advisory, LLC 367,085$29,136,00022.20%
Gibson Capital, LLC 822,476$69,200,00020.58%
MOLLER WEALTH PARTNERS 376,305$31,726,00014.65%
Brouwer & Janachowski, LLC 359,744$30,330,00012.92%
VISTA CAPITAL PARTNERS, INC. 489,582$41,277,00012.77%
Tanglewood Wealth Management, Inc. 307,820$25,952,00012.55%
Mariner Wealth Advisors-NYC, LLC 303,385$25,578,00012.22%
View complete list of VANGUARD INDEX FDS shareholders