Fermata Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,085 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 4.29 and the average weighting 2.4%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,596,969
-6.1%
11,704
-2.6%
1.30%
-70.8%
Q2 2023$4,896,971
+46.7%
12,016
+35.4%
4.43%
+119.7%
Q1 2023$3,337,421
-30.6%
8,876
-35.1%
2.02%
+41.4%
Q4 2022$4,810,747
-6.0%
13,683
-12.2%
1.43%
-14.4%
Q3 2022$5,120,000
-6.9%
15,588
-1.6%
1.67%
-13.1%
Q2 2022$5,499,000
-22.9%
15,838
-7.7%
1.92%
-28.2%
Q1 2022$7,129,000
-16.3%
17,157
-12.0%
2.67%
-14.3%
Q4 2021$8,519,000
-25.7%
19,501
-32.8%
3.12%
-38.4%
Q3 2021$11,458,000
-1.4%
29,026
-1.6%
5.06%
-25.1%
Q2 2021$11,618,000
-6.2%
29,494
-13.3%
6.75%
-35.2%
Q1 2021$12,384,00034,03010.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders