Laidlaw Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,519,780
-18.3%
6,073
-13.0%
0.83%
+37.9%
Q2 2023$3,085,617
+9.8%
6,979
-4.3%
0.60%
+5.2%
Q1 2023$2,810,272
+21.7%
7,291
+0.9%
0.57%
+16.0%
Q4 2022$2,308,510
-33.8%
7,227
-36.3%
0.50%
-39.3%
Q3 2022$3,489,000
-34.4%
11,351
-30.3%
0.82%
-24.8%
Q2 2022$5,317,000
-15.3%
16,281
+8.1%
1.08%
+3.4%
Q1 2022$6,274,000
+1.6%
15,064
+11.8%
1.05%
+6.2%
Q4 2021$6,175,000
+11.2%
13,477
-2.6%
0.99%
-30.7%
Q3 2021$5,555,000
+0.3%
13,843
-0.3%
1.42%
-0.3%
Q2 2021$5,539,000
+38.7%
13,890
+24.7%
1.43%
+4.7%
Q1 2021$3,994,000
+47.4%
11,142
+45.4%
1.36%
+139.1%
Q4 2020$2,710,000
+40.4%
7,661
+23.6%
0.57%
-33.4%
Q3 2020$1,930,000
+21.8%
6,198
+9.1%
0.86%
+3.6%
Q2 2020$1,584,000
+50.6%
5,682
+14.4%
0.83%
+20.0%
Q1 2020$1,052,000
-14.4%
4,966
-1.1%
0.69%
-11.3%
Q4 2019$1,229,0005,0190.78%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders