Fermata Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 836 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,897,659
-3.2%
11,585
+0.9%
0.66%
-1.3%
Q1 2024$2,992,712
-13.8%
11,479
-20.1%
0.67%
-18.6%
Q4 2023$3,473,794
+14.2%
14,368
+1.5%
0.83%
-3.3%
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 Q1 2023
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders