Fermata Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 70 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.

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 2023
NameSharesValueWeighting ↓
GLOBE LIFE INC. 679,459$181,449,000100.00%
E-L Financial Corp Ltd 1,653,680$571,396,00081.63%
Wall Capital Group, Inc. 534,604$142,766,00073.20%
Mangham Associates,LLC 322,637$86,160,00069.91%
Strategic Wealth Partners Group, LLC 19,373$3,241,784,00069.76%
TIFF ADVISORY SERVICES, LLC 415,437$110,942,00059.58%
JBF Capital, Inc. 1,458,168$389,404,00057.25%
Mercer Investments LLC 11,080$2,958,907,00055.72%
HM Capital Management, LLC 259,497$69,299,00052.94%
SCHRODERS IS Ltd 2,529,386$675,472,00044.25%
View complete list of VANGUARD INDEX FDS shareholders