Venturi Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 169 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$3,853
-5.8%
200.0%0.00%
Q1 2024$4,089
+7.6%
200.0%0.00%
Q4 2023$3,799
+10.1%
200.0%0.00%
Q3 2023$3,451
-5.2%
200.0%0.00%
Q2 2023$3,640
+2.3%
200.0%0.00%
Q1 2023$3,557
-99.7%
20
-99.8%
0.00%
-100.0%
Q4 2018$1,388,000
-22.8%
12,800
-5.9%
0.22%
-29.6%
Q3 2018$1,798,000
-1.9%
13,6080.0%0.32%
-7.0%
Q2 2018$1,833,000
+1.8%
13,608
-2.6%
0.34%
-1.4%
Q1 2018$1,801,000
+48.0%
13,975
+57.0%
0.35%
+48.9%
Q4 2017$1,217,000
+10.7%
8,902
+5.4%
0.23%
+0.4%
Q3 2017$1,099,000
+7.4%
8,444
+0.3%
0.23%
-0.4%
Q2 2017$1,023,000
+21.9%
8,416
+17.2%
0.23%
+20.1%
Q1 2017$839,000
+96.5%
7,178
+88.8%
0.19%
+61.7%
Q4 2016$427,0003,8020.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 223,209$23,046,0006.89%
Financial Planning & Information Services, Inc. 76,522$7,901,0005.60%
Foothills Asset Management, Ltd. 21,946$2,266,0001.88%
ASPIRIANT HOLDINGS S3, LLC 41,486$4,283,0001.68%
Cranbrook Wealth Management, LLC 21,166$2,185,0001.50%
DOWLING & YAHNKE LLC 98,111$10,130,0001.42%
Ancora Advisors LLC 70,948$7,325,0001.11%
Quantitative Advantage, LLC 42,001$4,337,0001.02%
ROBSHAW & JULIAN ASSOCIATES INC 10,390$1,072,0000.89%
Ameritas Investment Partners, Inc. 81,000$8,363,0000.67%
View complete list of VANGUARD WORLD FDS shareholders