Physician Wealth Advisors, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 276 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 1.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,672,712
+0.6%
30,340
+2.3%
1.20%
+4.2%
Q2 2023$4,644,785
+7.4%
29,645
-0.6%
1.15%
+1.6%
Q1 2023$4,325,045
+5.7%
29,824
+0.9%
1.14%
+2.8%
Q4 2022$4,091,523
+8.2%
29,548
+2.8%
1.10%
-5.1%
Q3 2022$3,783,000
-5.2%
28,754
+3.4%
1.16%
+0.7%
Q2 2022$3,989,000
-3.2%
27,805
+1.2%
1.16%
+5.6%
Q1 2022$4,121,000
+32.8%
27,478
+45.9%
1.09%
+34.6%
Q4 2021$3,102,000
+16.0%
18,830
+11.6%
0.81%
+10.6%
Q3 2021$2,674,000
+10.5%
16,869
+8.4%
0.74%
+6.1%
Q2 2021$2,419,000
+14.6%
15,557
+6.0%
0.69%
+0.9%
Q1 2021$2,111,000
+8.6%
14,675
+5.2%
0.69%
+3.9%
Q4 2020$1,943,000
+46.3%
13,953
+23.3%
0.66%
+24.0%
Q3 2020$1,328,000
+17.8%
11,316
+19.4%
0.53%
+17.4%
Q2 2020$1,127,000
+28.9%
9,477
+7.1%
0.45%
+3.9%
Q1 2020$874,000
-32.4%
8,850
-21.9%
0.44%
-24.0%
Q4 2019$1,293,000
+10.4%
11,334
+5.2%
0.58%
+0.5%
Q3 2019$1,171,00010,7750.57%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 524,544$79,662,45021.05%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,383$27,850,37611.20%
Cadence Bank 432,903$65,744,9785.78%
Black Diamond Financial, LLC 104,856$15,924,5064.90%
Verus Financial Partners, Inc. 224,790$34,590,7304.51%
Buttonwood Financial Group, LLC 40,155$5,985,8734.37%
LEAVELL INVESTMENT MANAGEMENT, INC. 397,205$60,3244.22%
Equita Financial Network, Inc. 36,681$5,5713.43%
TriaGen Wealth Management LLC 40,090$6,088,4683.11%
Gray Wealth Management Inc. 38,675$5,873,5243.01%
View complete list of VANGUARD WORLD FD shareholders