GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 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 Q3 2023
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders