GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 832 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.76 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 Q2 2022
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 569,504$89,093,00034.84%
Wealthquest Corp 656,980$102,778,00025.45%
McCarthy Grittinger Financial Group, LLC 284,716$44,540,98124.62%
JFG Wealth Management, LLC 206,544$32,311,743,00022.86%
Kistler-Tiffany Companies, LLC 405,262$63,399,00020.25%
FIDUCIENT ADVISORS LLC 223,576$34,976,00019.68%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,682,249,00017.82%
Transamerica Financial Advisors, Inc. 6,245$977,00017.73%
Cornerstone Advisors, Inc. 1,034,032$161,764,00017.29%
Carlson Capital Management 503,335$78,742,00017.04%
View complete list of VANGUARD INDEX FDS shareholders