Laidlaw Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$1,077,415
-3.7%
4,690
-9.3%
0.21%
-7.5%
Q1 2023$1,118,942
-22.1%
5,170
-27.9%
0.23%
-26.0%
Q4 2022$1,437,119
-19.0%
7,166
-21.2%
0.31%
-25.8%
Q3 2022$1,775,000
-3.7%
9,096
-2.8%
0.42%
+10.4%
Q2 2022$1,844,000
-33.0%
9,357
-15.7%
0.38%
-18.3%
Q1 2022$2,753,000
-29.8%
11,095
-20.3%
0.46%
-26.6%
Q4 2021$3,924,000
+50.9%
13,926
+43.3%
0.63%
+14.4%
Q4 2020$2,601,000
+912.1%
9,719
+711.3%
0.55%
+380.7%
Q3 2020$257,000
+7.5%
1,1980.0%0.11%
-8.8%
Q2 2020$239,000
-37.8%
1,198
-38.0%
0.12%
-48.6%
Q4 2019$384,0001,9320.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders