GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 955 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$94,799
-4.1%
3790.0%0.03%
-9.1%
Q1 2024$98,813
+5025.2%
379
+4111.1%
0.03%
+3200.0%
Q3 2023$1,9289
+800.0%
0.00%
Q2 2021$0
-100.0%
1
-100.0%
0.00%
-100.0%
Q4 2020$2,899,00010,8312.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders