Laidlaw Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$386,445
-16.0%
2,240
-11.4%
0.13%
+42.2%
Q2 2023$459,838
-4.1%
2,527
-6.3%
0.09%
-8.2%
Q1 2023$479,581
-16.6%
2,697
-20.2%
0.10%
-20.3%
Q4 2022$575,028
+23.9%
3,379
+8.0%
0.12%
+13.9%
Q3 2022$464,000
-14.4%
3,129
-7.4%
0.11%
-1.8%
Q2 2022$542,000
+31.6%
3,380
+59.4%
0.11%
+59.4%
Q1 2022$412,000
+0.5%
2,121
+1.7%
0.07%
+4.5%
Q4 2021$410,000
-6.6%
2,085
-17.7%
0.07%
-41.6%
Q3 2021$439,000
-21.7%
2,532
-18.5%
0.11%
-22.1%
Q2 2021$561,000
+21.7%
3,105
+16.5%
0.14%
-8.2%
Q1 2021$461,000
+45.4%
2,666
+31.8%
0.16%
+135.8%
Q4 2020$317,000
+52.4%
2,023
+31.2%
0.07%
-27.2%
Q3 2020$208,0001,5420.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,167,810$202,300,0007.48%
M Financial Asset Management, Inc. 8,048$1,394,0006.75%
Quaker Wealth Management, LLC 29,724$5,149,0005.91%
CAPITAL WEALTH MANAGEMENT, LLC 37,788$6,546,0005.06%
Berkeley Capital Partners, LLC 51,410$8,906,0004.10%
Tranquilli Financial Advisor LLC 25,575$4,430,0003.32%
TAP Consulting, LLC 60,271$10,441,0002.80%
Spring Creek Investment Management, LLC 6,000$1,039,0002.46%
Tatro Capital, LLC 16,920$2,931,0002.29%
Ameritas Investment Company, LLC 267,768$46,385,0002.14%
View complete list of VANGUARD WORLD FDS shareholders