Fermata Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 182 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is 1.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$6,097,692
+4.8%
83,064
+9.3%
1.40%
+6.8%
Q1 2024$5,819,688
-6.6%
75,975
-1.2%
1.31%
-11.8%
Q4 2023$6,230,762
+24.4%
76,895
+7.5%
1.49%
+5.3%
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 ↓
Fluent Financial, LLC 283,403$20,804,60210.50%
H&H Retirement Design & Management INC 162,096$11,889,7427.34%
Alpha Square Group S LLC 52,000$3,817,3207.06%
Owen LaRue, LLC 139,650$10,251,6786.34%
North Ridge Wealth Advisors, Inc. 109,898$8,067,6116.13%
Hamilton Wealth, LLC 202,550$14,869,1764.00%
Oxbow Advisors, LLC 356,714$26,186,3753.07%
Forefront Analytics, LLC 83,721$6,146,1312.94%
Andina Capital Management, LLC 47,437$3,482,3662.62%
Conrad Siegel Investment Advisors, Inc. 97,927$7,188,7882.09%
View complete list of VANGUARD WORLD FD shareholders