Venturi Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 165 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 2.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,944
-1.1%
470.0%0.00%
Q2 2023$4,997
+10.0%
470.0%0.00%
Q1 2023$4,544
-99.5%
47
-99.6%
0.00%
-100.0%
Q3 2018$944,000
+18.0%
10,902
+18.7%
0.17%
+12.1%
Q2 2018$800,000
-20.9%
9,182
-24.1%
0.15%
-23.6%
Q1 2018$1,012,000
+268.0%
12,090
+300.3%
0.20%
+267.9%
Q4 2017$275,000
-55.6%
3,020
-54.8%
0.05%
-59.5%
Q3 2017$619,0006,6800.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,410,243$169,300,0005.41%
Curran Financial Partners, LLC 69,940$8,396,0003.45%
Evensky & Katz LLC 285,950$34,328,0003.39%
Axiom Financial Strategies, LLC 51,985$5,305,0002.67%
Full Sail Capital, LLC 261,058$31,340,0002.62%
Centered Wealth LLC dba Miller Equity Capital Advisors 23,500$2,821,0002.39%
Tatro Capital, LLC 26,092$3,132,0002.34%
SAXON INTERESTS, INC. 35,651$4,281,0002.28%
Tranquilli Financial Advisor LLC 24,254$2,912,0002.07%
BRANDYWINE OAK PRIVATE WEALTH LLC 139,130$16,707,0001.91%
View complete list of VANGUARD WORLD FDS shareholders