GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,390 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.25 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 Q2 2021
NameSharesValueWeighting ↓
Vanderbilt University 2,424,046$183,403,32047.36%
LifeGuide Financial Advisors, LLC 575,890$43,571,85425.46%
Gibson Capital, LLC 1,174,879$88,891,33224.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3,629,854$274,63423.54%
Kepos Capital LP 1,424,300$107,76319.06%
Seven Post Investment Office LP 761,893$57,644,88415.94%
MAS Advisors LLC 142,407$10,774,48415.39%
Fairfield University 195,203$14,769,03113.10%
VISTA CAPITAL PARTNERS, INC. 1,100,969$83,299,30712.46%
Trustees of the Smith College 140,746$10,648,84212.13%
View complete list of VANGUARD INDEX FDS shareholders