Fermata Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 166 filers reported holding VANGUARD WORLD FD in Q2 2024. The put-call ratio across all filers is 0.79 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 Q2 2024
NameSharesValueWeighting ↓
Bridge Advisory, LLC 89,883$8,972,0004.32%
Forefront Analytics, LLC 75,753$7,590,0003.68%
Danda Trouve Investment Management, Inc. 21,421$2,145,0003.30%
Briaud Financial Planning, Inc 50,277$5,034,0003.30%
Fermata Advisors, LLC 87,992$8,811,0003.07%
Ballew Advisors, Inc 22,553$2,263,0002.06%
ALTFEST L J & CO INC 88,872$8,899,0001.60%
Clear Creek Financial Management, LLC 47,691$4,775,0001.00%
TrueWealth Advisors, LLC 14,429$1,445,0000.67%
BCWM, LLC 15,693$1,571,0000.54%
View complete list of VANGUARD WORLD FD shareholders