GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 850 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

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 Q1 2022
NameSharesValueWeighting ↓
McCarthy Grittinger Financial Group, LLC 261,546$35,235,46029.93%
Kistler-Tiffany Companies, LLC 386,992$52,136,00019.82%
National Mutual Insurance Federation of Agricultural Cooperatives 10,598,000$1,427,763,00017.88%
DERBY & COMPANY, INC 258,081$34,769,00017.61%
Carlson Capital Management 533,191$71,831,00017.58%
Johnson Financial Group, LLC 149,132$20,091,00012.72%
JFG Wealth Management, LLC 100,826$13,907,00011.48%
Verus Financial Partners, Inc. 228,034$30,721,00010.32%
MOLLER WEALTH PARTNERS 129,501$17,446,0008.94%
Hurlow Wealth Management Group, Inc. 56,295$7,759,0008.15%
View complete list of VANGUARD INDEX FDS shareholders