Laidlaw Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 293 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,267,960
-4.8%
12,054
-3.8%
0.42%
+60.5%
Q2 2023$1,332,171
+10.4%
12,531
+0.4%
0.26%
+6.1%
Q1 2023$1,206,635
+4.5%
12,482
-11.1%
0.25%
-0.8%
Q4 2022$1,154,626
+32.7%
14,038
+51.7%
0.25%
+40.1%
Q2 2022$870,000
+1.8%
9,251
+29.9%
0.18%
+23.8%
Q1 2022$855,000
-6.8%
7,121
+5.3%
0.14%
-2.7%
Q4 2021$917,000
-38.7%
6,764
-36.3%
0.15%
-61.7%
Q3 2021$1,496,000
+15.1%
10,624
+17.5%
0.38%
+14.6%
Q2 2021$1,300,000
+72.9%
9,039
+56.4%
0.34%
+30.4%
Q1 2021$752,000
+61.7%
5,781
+49.4%
0.26%
+162.2%
Q4 2020$465,000
+78.8%
3,870
+51.6%
0.10%
-14.8%
Q3 2020$260,0002,5520.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders