Venturi Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 235 filers reported holding VANGUARD WORLD FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2024$573,220
-50.9%
2,000
-55.6%
0.04%
-55.4%
Q4 2023$1,167,795
-61.2%
4,500
-61.0%
0.08%
-63.6%
Q4 2021$3,008,000
+11.0%
11,5370.0%0.23%
+0.9%
Q3 2021$2,709,000
+1109.4%
11,537
+548.1%
0.23%
+679.3%
Q1 2019$224,000
-63.0%
1,780
-69.5%
0.03%
-70.4%
Q4 2018$606,000
-79.4%
5,845
-74.4%
0.10%
-81.2%
Q3 2018$2,941,000
+3.2%
22,8550.0%0.52%
-2.1%
Q2 2018$2,851,000
-3.0%
22,855
-12.7%
0.53%
-6.3%
Q1 2018$2,938,000
+224.6%
26,180
+222.0%
0.57%
+227.7%
Q4 2017$905,000
+6.1%
8,1300.0%0.17%
-3.9%
Q3 2017$853,000
+4.9%
8,1300.0%0.18%
-2.7%
Q2 2017$813,000
+4.8%
8,1300.0%0.18%
+3.4%
Q1 2017$776,000
+46.4%
8,130
+33.7%
0.18%
+20.1%
Q4 2016$530,000
-10.5%
6,080
-10.2%
0.15%
-24.4%
Q3 2016$592,000
-93.6%
6,770
-93.9%
0.20%
-93.7%
Q2 2016$9,274,000
+6.9%
111,122
+6.5%
3.15%
-2.7%
Q1 2016$8,673,000
+22.5%
104,331
+22.4%
3.24%
+0.5%
Q4 2015$7,081,00085,2703.22%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2019
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders