Fermata Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 3 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
Q3 Asset Management 225,000$24,945,00011.49%
Ferguson Shapiro LLC 132,239$16,096,0007.89%
Briaud Financial Planning, Inc 50,763$6,178,0003.55%
Forefront Analytics, LLC 77,093$9,382,0003.48%
Danda Trouve Investment Management, Inc. 21,144$2,574,0003.22%
Bridge Advisory, LLC 51,394$6,256,0002.73%
Fermata Advisors, LLC 52,538$6,395,0002.40%
Ballew Advisors, Inc 21,671$2,395,0001.83%
Hilltop Holdings Inc. 68,909$8,388,0000.94%
Clear Creek Financial Management, LLC 49,413$6,015,0000.94%
View complete list of VANGUARD WORLD FD shareholders