Fermata Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,834,212
+318.0%
18,399
+323.2%
1.08%
+94.9%
Q1 2023$917,218
+49.4%
4,348
+44.3%
0.55%
+204.4%
Q4 2022$614,088
-59.4%
3,013
-62.6%
0.18%
-63.0%
Q3 2022$1,513,000
+8.1%
8,046
+13.3%
0.49%
+0.8%
Q2 2022$1,399,000
-0.4%
7,099
+20.2%
0.49%
-7.4%
Q1 2022$1,405,000
-20.8%
5,904
-15.1%
0.53%
-18.8%
Q4 2021$1,774,000
-0.1%
6,956
-7.2%
0.65%
-17.2%
Q3 2021$1,776,000
+36.4%
7,494
+36.6%
0.78%
+3.6%
Q2 2021$1,302,000
+196.6%
5,485
+176.9%
0.76%
+105.1%
Q1 2021$439,0001,9810.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders