Fermata Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,040,731
+728.6%
14,152
+734.4%
0.86%
+285.6%
Q1 2023$366,970
-92.5%
1,696
-93.1%
0.22%
-84.8%
Q4 2022$4,913,097
+52.0%
24,455
+48.0%
1.46%
+38.4%
Q3 2022$3,232,000
+10.0%
16,521
+11.0%
1.05%
+2.7%
Q2 2022$2,938,000
-27.7%
14,885
-9.0%
1.02%
-32.8%
Q1 2022$4,066,000
-11.0%
16,366
+1.1%
1.52%
-8.9%
Q4 2021$4,567,000
+11.9%
16,188
+11.2%
1.67%
-7.2%
Q3 2021$4,082,00014,5621.80%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders