GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,587 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$7,108,540
-46.5%
32,602
-43.9%
2.27%
-48.7%
Q1 2024$13,294,337
+17.3%
58,158
+9.5%
4.43%
-11.1%
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 Q1 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders