GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 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 Q2 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders