Laidlaw Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 367 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,357,969
-12.0%
7,434
-6.3%
0.45%
+48.7%
Q2 2023$1,542,961
-2.1%
7,935
-2.6%
0.30%
-6.2%
Q1 2023$1,576,801
-6.7%
8,148
-7.6%
0.32%
-11.0%
Q4 2022$1,689,264
+75.2%
8,818
+57.1%
0.36%
+60.9%
Q3 2022$964,000
+41.1%
5,614
+52.3%
0.22%
+61.9%
Q2 2022$683,000
-5.8%
3,685
-0.4%
0.14%
+14.9%
Q1 2022$725,000
+6.8%
3,699
+8.9%
0.12%
+11.0%
Q4 2021$679,000
+1.3%
3,398
-9.2%
0.11%
-36.6%
Q3 2021$670,000
-19.5%
3,741
-17.9%
0.17%
-20.0%
Q2 2021$832,000
+7.6%
4,558
+5.0%
0.22%
-18.6%
Q1 2021$773,000
+48.9%
4,339
+45.5%
0.26%
+142.2%
Q4 2020$519,000
+13.3%
2,982
+6.5%
0.11%
-46.3%
Q3 2020$458,000
+90.0%
2,801
+73.8%
0.20%
+61.1%
Q2 2020$241,000
-41.9%
1,612
-46.5%
0.13%
-53.7%
Q1 2020$415,000
-25.8%
3,015
-13.0%
0.27%
-22.9%
Q4 2019$559,0003,4660.35%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders