Laidlaw Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$292,627
+10.8%
1,843
+0.1%
0.06%
+1.6%
Q3 2022$264,000
-4.3%
1,842
+0.1%
0.06%
+10.7%
Q2 2022$276,000
-17.1%
1,841
-2.6%
0.06%0.0%
Q1 2022$333,000
-11.9%
1,891
-10.5%
0.06%
-6.7%
Q4 2021$378,000
+13.2%
2,112
-10.0%
0.06%
-14.3%
Q4 2020$334,000
+15.6%
2,347
+11.4%
0.07%
-61.7%
Q4 2019$289,0002,1060.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders