Venturi Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 347 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders