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 ↓
Otter Creek Advisors, LLC 115,000$15,565,0006.83%
Bridge Advisory, LLC 78,645$10,645,0005.43%
Forefront Analytics, LLC 43,041$5,824,0002.31%
FLAGSHIP HARBOR ADVISORS, LLC 104,093$14,089,0001.51%
RHS Financial, LLC 14,867$2,012,0001.50%
Karp Capital Management Corp 53,392$7,227,0001.07%
BCWM, LLC 23,082$3,124,0000.92%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 6,154$833,0000.75%
Clear Creek Financial Management, LLC 34,242$4,635,0000.72%
Newport Capital Group, LLC 3,077$416,0000.33%
View complete list of VANGUARD WORLD FD shareholders