Physician Wealth Advisors, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,216 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,265,097
+32.9%
3,747
+11.1%
0.42%
+16.5%
Q1 2024$1,704,133
+4.8%
3,373
+4.3%
0.36%
-1.4%
Q4 2023$1,626,832
+23.5%
3,235
+4.6%
0.36%
+7.1%
Q3 2023$1,317,497
-9.3%
3,092
-6.0%
0.34%
-6.1%
Q2 2023$1,452,744
+15.3%
3,291
-0.2%
0.36%
+9.1%
Q1 2023$1,259,990
+10.5%
3,298
-0.0%
0.33%
+7.5%
Q4 2022$1,140,193
+4.5%
3,299
-0.5%
0.31%
-8.1%
Q3 2022$1,091,000
-8.9%
3,316
+2.3%
0.34%
-3.5%
Q2 2022$1,197,000
-0.1%
3,240
+4.5%
0.35%
+9.1%
Q1 2022$1,198,000
-58.7%
3,099
-53.5%
0.32%
-58.2%
Q4 2021$2,900,000
+7.3%
6,669
+3.6%
0.76%
+2.4%
Q3 2021$2,703,000
+3.3%
6,437
+1.0%
0.74%
-0.8%
Q2 2021$2,616,000
+13.2%
6,371
+2.7%
0.75%
-0.4%
Q1 2021$2,310,000
+2.4%
6,202
+2.7%
0.75%
-2.1%
Q4 2020$2,256,000
-4.4%
6,041
-23.6%
0.77%
-19.0%
Q3 2020$2,361,000
+0.2%
7,908
+1.4%
0.95%
-0.2%
Q2 2020$2,357,000
-26.7%
7,799
-44.1%
0.95%
-40.8%
Q1 2020$3,215,000
-7.7%
13,944
+2.4%
1.61%
+3.7%
Q4 2019$3,482,000
+20.9%
13,615
+11.4%
1.55%
+10.1%
Q3 2019$2,880,00012,2261.41%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders