Laidlaw Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 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
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 ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders