GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$21,806,087
+58.9%
70,143
+39.2%
9.59%
+39.4%
Q3 2023$13,725,538
+19.9%
50,404
+24.5%
6.88%
+16.4%
Q2 2023$11,451,108
+33.4%
40,469
+17.6%
5.91%
+17.5%
Q1 2023$8,585,297
+39.3%
34,423
+19.0%
5.03%
+26.4%
Q4 2022$6,162,928
+15.1%
28,919
+15.5%
3.98%
+6.0%
Q3 2022$5,355,000
+9.9%
25,030
+17.6%
3.75%
+21.6%
Q2 2022$4,872,000
-61.4%
21,279
-51.5%
3.09%
-56.7%
Q1 2022$12,621,000
+148.6%
43,883
+147.9%
7.12%
+126.0%
Q2 2021$5,076,000
+3052.8%
17,699
+2727.3%
3.15%
+2525.0%
Q1 2021$161,000
-1.8%
626
-3.5%
0.12%
-13.0%
Q4 2020$164,0006490.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders