Laidlaw Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 246 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,464,495
-22.7%
7,511
-18.5%
0.48%
+30.8%
Q2 2023$1,893,548
+4.4%
9,213
-3.3%
0.37%0.0%
Q1 2023$1,814,417
-8.5%
9,524
-12.3%
0.37%
-12.9%
Q4 2022$1,983,653
+25.3%
10,861
+8.1%
0.42%
+14.9%
Q3 2022$1,583,000
+70.4%
10,049
+76.7%
0.37%
+95.8%
Q2 2022$929,000
+52.3%
5,688
+81.2%
0.19%
+85.3%
Q1 2022$610,000
-40.8%
3,139
-38.2%
0.10%
-38.2%
Q4 2021$1,031,000
+20.3%
5,082
+11.4%
0.16%
-25.0%
Q3 2021$857,000
-24.6%
4,562
-21.2%
0.22%
-24.9%
Q2 2021$1,137,000
+31.3%
5,789
+26.6%
0.29%
-1.0%
Q1 2021$866,000
+64.6%
4,574
+47.7%
0.30%
+166.7%
Q4 2020$526,000
+56.5%
3,096
+33.2%
0.11%
-25.5%
Q3 2020$336,000
+24.9%
2,324
+12.4%
0.15%
+6.4%
Q2 2020$269,000
+20.6%
2,068
+2.4%
0.14%
-4.1%
Q1 2020$223,000
-73.5%
2,019
-63.1%
0.15%
-72.6%
Q4 2019$843,0005,4780.53%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,197,741$167,564,0007.62%
D'Orazio & Associates, Inc. 149,527$20,919,0006.20%
BRANDYWINE OAK PRIVATE WEALTH LLC 125,058$17,495,0003.65%
STARR INTERNATIONAL CO INC 35,000$4,897,0001.95%
FIRST FINANCIAL CORP /IN/ 16,817$2,353,0001.76%
Madden Advisory Services, Inc. 19,197$2,685,0001.44%
Ameritas Investment Company, LLC 48,990$6,854,0001.27%
Private Wealth Advisors, LLC 10,950$1,532,0001.04%
NewFocus Financial Group, LLC 11,489$1,607,0000.80%
Ledyard National Bank 43,027$6,019,0000.80%
View complete list of VANGUARD WORLD FDS shareholders