GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$11,331,876
+17.1%
53,119
+3.8%
4.98%
+2.8%
Q3 2023$9,676,224
+11.4%
51,178
+17.2%
4.85%
+8.2%
Q2 2023$8,683,537
+43.4%
43,660
+36.6%
4.48%
+26.3%
Q1 2023$6,055,588
+61.9%
31,955
+56.8%
3.55%
+47.0%
Q4 2022$3,739,811
+12.1%
20,376
+4.4%
2.41%
+3.2%
Q3 2022$3,336,000
+5.3%
19,521
+10.4%
2.34%
+16.5%
Q2 2022$3,169,000
-10.3%
17,679
+6.3%
2.01%
+0.7%
Q1 2022$3,534,000
-17.3%
16,628
-12.3%
1.99%
-24.8%
Q2 2021$4,273,000
+21.6%
18,969
+15.6%
2.65%
+1.2%
Q1 2021$3,514,000
+42.0%
16,413
+29.1%
2.62%
+25.9%
Q4 2020$2,475,00012,7112.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders