GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$13,241,623
+9.7%
55,820
-1.7%
5.82%
-3.7%
Q3 2023$12,066,532
-4.5%
56,808
-1.0%
6.05%
-7.3%
Q2 2023$12,637,243
+8.3%
57,369
+0.3%
6.52%
-4.6%
Q1 2023$11,667,192
-2.9%
57,171
-9.0%
6.84%
-11.8%
Q4 2022$12,011,703
+5936.0%
62,826
+5560.0%
7.75%
+5437.9%
Q3 2022$199,000
+31.8%
1,110
+40.3%
0.14%
+45.8%
Q2 2022$151,000
+29.1%
791
+53.3%
0.10%
+45.5%
Q1 2022$117,000
+20.6%
516
+18.6%
0.07%
+10.0%
Q2 2021$97,000
+1285.7%
435
+1179.4%
0.06%
+1100.0%
Q1 2021$7,0000.0%340.0%0.01%
-16.7%
Q4 2020$7,000340.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders