GoalVest Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

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 Q2 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders