Fermata Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 111 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.3%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$5,010,540
+4.0%
71,544
+29.3%
1.41%
-67.6%
Q2 2023$4,819,736
-4.2%
55,346
-0.4%
4.36%
+43.5%
Q1 2023$5,031,347
-29.0%
55,571
-35.0%
3.04%
+44.7%
Q4 2022$7,085,179
-15.6%
85,538
-11.6%
2.10%
-23.1%
Q3 2022$8,395,000
-4.7%
96,817
+10.0%
2.73%
-11.1%
Q2 2022$8,811,000
+37.8%
87,992
+67.5%
3.07%
+28.2%
Q1 2022$6,395,00052,5382.40%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
North Ridge Wealth Advisors, Inc. 79,304$7,180,1497.18%
Bridge Advisory, LLC 111,802$10,122,5133.91%
Fermata Advisors, LLC 55,571$5,031,3473.04%
Forefront Analytics, LLC 59,596$5,395,6792.78%
Marshall Financial Group LLC 69,673$6,308,1932.26%
Johnson & White Wealth Management, LLC 26,920$2,4372.17%
Alpha Square Group S LLC 44,000$3,983,7602.13%
DFPG INVESTMENTS, LLC 168,717$15,275,6041.64%
Fortis Group Advisors, LLC 58,038$5,223,9981.58%
SINECERA CAPITAL, LLC 15,858$1,435,8011.54%
View complete list of VANGUARD WORLD FD shareholders