GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

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 Q1 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 290,848$70,260,000100.00%
Rainwater Charitable Foundation 598,119$144,410,00092.19%
Adventist Health System/ West 1,951,152$471,086,00070.50%
Ebor Charitable Trust 143,554$34,660,00068.98%
Kinsale Capital Group, Inc. 337,078$81,384,00065.96%
AEGON USA Investment Management, LLC 962,312$232,341,00064.57%
VIEWPOINT INVESTMENT PARTNERS CORP 449,473$108,521,00061.34%
Monashee Investment Management LLC 1,017,700$245,713,00060.73%
Cabot-Wellington, LLC 521,455$125,900,15657.83%
Hernani LP 951,548$229,742,00052.37%
View complete list of VANGUARD INDEX FDS shareholders