GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,079 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,466
-10.7%
28
-22.2%
0.00%
-50.0%
Q3 2022$5,000
-68.8%
36
-60.0%
0.00%
-55.6%
Q1 2022$16,0000.0%900.0%0.01%
-10.0%
Q2 2021$16,000
+77.8%
90
+42.9%
0.01%
+25.0%
Q4 2020$9,000630.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders