Physician Wealth Advisors, Inc. - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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$2,880,000–12,226–1.41%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders