Fermata Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,079 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,169,102
-4.6%
6,405
+0.3%
0.27%
-2.9%
Q1 2024$1,225,078
+4.1%
6,385
-2.4%
0.28%
-1.8%
Q4 2023$1,176,923
+2.7%
6,540
-8.9%
0.28%
-13.0%
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 Q3 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders