GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 759 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$180,846
+11.5%
8290.0%0.08%
-1.2%
Q3 2023$162,227
+7.9%
829
+11.7%
0.08%
+3.8%
Q2 2023$150,418
-26.3%
742
-32.1%
0.08%
-35.0%
Q1 2023$203,997
+4.8%
1,092
-2.2%
0.12%
-4.8%
Q4 2022$194,581
+29.7%
1,117
+21.8%
0.13%
+20.0%
Q3 2022$150,000
-55.1%
917
-52.0%
0.10%
-50.5%
Q2 2022$334,000
+82.5%
1,909
+117.4%
0.21%
+105.8%
Q1 2022$183,000
-30.4%
878
-32.9%
0.10%
-36.8%
Q2 2021$263,0001,3080.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders