Fermata Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,146,335
-1.2%
7,177
+2.4%
0.32%
-69.2%
Q2 2023$1,160,392
-18.5%
7,008
-21.8%
1.05%
+148.8%
Q4 2022$1,424,053
+2.8%
8,956
-7.2%
0.42%
-6.4%
Q3 2022$1,385,000
-18.3%
9,646
-14.8%
0.45%
-23.7%
Q2 2022$1,696,000
-15.2%
11,316
-0.4%
0.59%
-21.2%
Q1 2022$2,001,000
-4.9%
11,364
-3.3%
0.75%
-2.7%
Q4 2021$2,105,000
-1.0%
11,752
-6.4%
0.77%
-17.9%
Q3 2021$2,127,000
-0.0%
12,552
+2.6%
0.94%
-24.1%
Q2 2021$2,128,000
+3.4%
12,236
-2.8%
1.24%
-28.6%
Q1 2021$2,059,00012,5911.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,150,621$182,672,65226.42%
Mokosak Advisory Group, LLC 240,523$38,188,92816.27%
25 LLC 166,405$25,627,99715.84%
University of Maryland Foundation, Inc. 91,176$14,47515.78%
TrueWealth Financial Partners 75,394$11,969,58410.32%
Arista Wealth Management, LLC 110,127$17,483,7589.54%
BHK Investment Advisors, LLC 134,798$21,400,5929.35%
Jacobsen Capital Management 105,951$16,820,7099.01%
Bishop & Co Investment Management, LLC 121,055$19,218,6898.85%
New England Capital Financial Advisors LLC 73,041$11,596,0458.19%
View complete list of VANGUARD INDEX FDS shareholders