Laidlaw Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

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 Q4 2020
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders