Laidlaw Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$453,436
+5.6%
2,204
+0.0%
0.09%
+1.1%
Q1 2023$429,430
+8.4%
2,2030.0%0.09%
+3.5%
Q4 2022$396,054
+5.3%
2,2030.0%0.08%
-3.4%
Q3 2022$376,000
-2.6%
2,2030.0%0.09%
+11.4%
Q2 2022$386,000
-21.4%
2,2030.0%0.08%
-3.7%
Q1 2022$491,000
-13.6%
2,203
-1.2%
0.08%
-9.9%
Q4 2021$568,000
-1.2%
2,229
-17.8%
0.09%
-24.8%
Q4 2020$575,0002,7110.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders