GoalFusion Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
GoalFusion Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$9,931,197
+13.9%
46,553
+1.0%
6.77%
+4.4%
Q3 2023$8,717,829
-3.3%
46,109
+1.7%
6.48%
-2.4%
Q2 2023$9,014,291
+7.6%
45,323
+2.6%
6.64%
+0.9%
Q1 2023$8,374,761
-11.4%
44,180
-5.5%
6.58%
-13.6%
Q4 2022$9,447,467
+24.6%
46,728
+5.3%
7.62%
+6.2%
Q3 2022$7,582,000
-0.0%
44,361
+3.0%
7.17%
+0.9%
Q2 2022$7,583,000
-12.1%
43,058
+6.1%
7.11%
-4.3%
Q1 2022$8,622,000
+10.3%
40,586
+11.0%
7.43%
-3.3%
Q4 2021$7,814,00036,5707.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders