Fermata Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders