Venturi Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders