Physician Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Physician Wealth Advisors’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.18K	Hold	33	–	–	﹤0.01%	1081
2026 Q1	$4.57K	Hold	33	–	–	﹤0.01%	1035
2025 Q4	$4.66K	Hold	33	–	–	﹤0.01%	992
2025 Q3	$4.55K	Hold	33	–	–	﹤0.01%	949
2025 Q2	$4.24K	Sell	33 -139	-81%	-$16.6K	﹤0.01%	839
2025 Q1	$19.9K	Hold	172	–	–	﹤0.01%	489
2024 Q4	$20.2K	Buy	+172	New	+$20.6K	﹤0.01%	506

Other funds holding VT

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

GWM

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Physician Wealth Advisors's VT Position: Q2 2026 in Review

Physician Wealth Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 33 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Physician Wealth Advisors first reported a position in VT in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.2K in Q4 2024. 298 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Physician Wealth Advisors held 33 shares of Vanguard Total World Stock ETF worth $5.18K as of Q2 2026.
Physician Wealth Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1081 holding.
Physician Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Vanguard Total World Stock ETF position peaked at $20.2K in Q4 2024.
298 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.