Fermata Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,794 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$767,718
-77.5%
3,171
-76.8%
0.18%
-77.1%
Q1 2024$3,417,534
-18.3%
13,678
-23.9%
0.77%
-22.8%
Q4 2023$4,180,696
+9.0%
17,971
-2.3%
1.00%
-7.7%
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 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders