Laidlaw Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,641 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,024,306
-2.1%
12,229
+1.0%
0.56%
-3.8%
Q1 2024$1,046,672
-3.4%
12,103
-1.3%
0.58%
+48.2%
Q4 2023$1,083,749
-10.4%
12,265
-23.3%
0.39%
-1.5%
Q3 2023$1,209,915
-10.9%
15,991
-1.6%
0.40%
+50.4%
Q2 2023$1,358,430
+7.7%
16,257
+7.0%
0.27%
+3.1%
Q1 2023$1,261,410
-1.2%
15,190
-1.8%
0.26%
-5.8%
Q4 2022$1,276,440
+11.1%
15,476
+7.9%
0.27%
+2.2%
Q3 2022$1,149,000
-60.3%
14,337
-54.9%
0.27%
-54.6%
Q2 2022$2,893,000
-20.0%
31,756
-4.8%
0.59%
-2.2%
Q1 2022$3,614,000
+144.4%
33,345
+161.6%
0.60%
+155.5%
Q4 2021$1,479,000
+618.0%
12,747
+389.7%
0.24%
+159.3%
Q3 2020$206,000
-8.0%
2,603
+7.8%
0.09%
-35.9%
Q4 2019$224,0002,4150.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders