GoalFusion Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
GoalFusion Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$2,130,737
+22.4%
9,159
+9.6%
1.45%
+12.2%
Q3 2023$1,740,678
+0.1%
8,359
+5.9%
1.29%
+1.1%
Q2 2023$1,738,163
+5.0%
7,895
+0.6%
1.28%
-1.5%
Q1 2023$1,654,667
-19.4%
7,845
-15.9%
1.30%
-21.4%
Q4 2022$2,052,347
+27.2%
9,328
+8.6%
1.65%
+8.3%
Q3 2022$1,614,000
+6.0%
8,588
+11.2%
1.53%
+7.1%
Q2 2022$1,522,000
-8.8%
7,725
+9.7%
1.43%
-0.8%
Q1 2022$1,668,000
+28.2%
7,041
+19.4%
1.44%
+12.4%
Q4 2021$1,301,0005,8991.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders