Laidlaw Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 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 Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders