Laidlaw Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,665 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$326,511
+8.7%
8730.0%0.18%
+6.5%
Q1 2024$300,487
+10.7%
8730.0%0.17%
+69.7%
Q4 2023$271,398
-61.5%
873
-66.3%
0.10%
-57.5%
Q3 2023$705,645
-73.1%
2,591
-72.1%
0.23%
-54.6%
Q2 2023$2,624,842
+9.2%
9,276
-3.8%
0.51%
+4.5%
Q1 2023$2,404,438
+10.8%
9,639
-5.4%
0.49%
+5.4%
Q4 2022$2,170,837
-18.8%
10,186
-18.5%
0.47%
-25.4%
Q3 2022$2,674,000
-4.7%
12,498
-0.8%
0.62%
+9.3%
Q2 2022$2,807,000
-13.8%
12,593
+11.2%
0.57%
+5.1%
Q1 2022$3,256,000
-11.2%
11,320
-0.9%
0.54%
-7.2%
Q4 2021$3,665,000
+38.9%
11,422
+9.7%
0.59%
+5.4%
Q4 2020$2,639,000
+100.8%
10,416
+80.4%
0.56%
-4.8%
Q3 2020$1,314,000
+12.6%
5,774
+0.0%
0.58%
-4.1%
Q2 2020$1,167,000
+29.1%
5,773
+0.0%
0.61%
+2.9%
Q1 2020$904,000
-14.4%
5,771
-0.5%
0.59%
-11.2%
Q4 2019$1,056,0005,7980.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Trust Co of Tennessee 256,175$95,811,39634.28%
Rezny Wealth Management, Inc. 318,706$119,199,23131.88%
GOLDEN ROAD ADVISORS LLC 97,307$37,787,38731.16%
Fee-Only Financial Planning, L.C. 118,864$44,456,13829.93%
Safeguard Financial, LLC 283,568$106,057,13329.49%
Balentine LLC 1,720,031$643,308,76929.24%
Dougherty Wealth Advisers LLC 88,938$33,263,70129.07%
STEVENS CAPITAL PARTNERS 143,528$53,680,78127.70%
Blackston Financial Advisory Group, LLC 155,977$46,287,14325.90%
Mill Creek Capital Advisors, LLC 2,663,497$996,174,63425.36%
View complete list of VANGUARD INDEX FDS shareholders