Venturi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 691 filers reported holding VANGUARD INDEX FDS in Q2 2017. The put-call ratio across all filers is 0.86 and the average weighting 2.6%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$126,062,697
+7.7%
252,053
+3.5%
7.47%
-0.7%
Q1 2024$117,103,696
+9.1%
243,611
-0.8%
7.52%
-0.8%
Q4 2023$107,307,511
+7.1%
245,667
-3.7%
7.58%
-3.8%
Q3 2023$100,215,315
+18.2%
255,188
+22.6%
7.88%
+15.7%
Q2 2023$84,783,960
+76.5%
208,165
+62.9%
6.81%
+72.6%
Q1 2023$48,044,372
+16.0%
127,754
+8.4%
3.95%
+8.0%
Q4 2022$41,415,069
+3110.5%
117,877
+2900.9%
3.65%
+2846.8%
Q3 2022$1,290,000
+314.8%
3,928
+337.4%
0.12%
+342.9%
Q2 2022$311,000
-35.7%
898
-23.0%
0.03%
-24.3%
Q1 2022$484,000
+44.0%
1,166
+51.6%
0.04%
+48.0%
Q4 2021$336,000
+11.3%
769
+0.5%
0.02%0.0%
Q3 2021$302,0000.0%765
-0.3%
0.02%
-7.4%
Q2 2021$302,000
+7.9%
767
-0.3%
0.03%0.0%
Q1 2021$280,000
+6.1%
7690.0%0.03%0.0%
Q4 2020$264,000
+11.4%
7690.0%0.03%0.0%
Q3 2020$237,000
+8.7%
7690.0%0.03%
-6.9%
Q2 2020$218,000
-4.0%
7690.0%0.03%
+3.6%
Q4 2019$227,000
+8.1%
7690.0%0.03%
+3.7%
Q3 2019$210,000
-17.3%
769
-18.6%
0.03%
-20.6%
Q2 2019$254,000
-17.8%
945
-19.7%
0.03%
-15.0%
Q1 2019$309,000
+10.8%
1,177
-16.5%
0.04%
-11.1%
Q4 2018$279,000
+32.2%
1,410
+43.4%
0.04%
-8.2%
Q1 2017$211,000
-49.4%
983
-51.6%
0.05%
-58.1%
Q4 2016$417,000
-2.1%
2,030
-5.4%
0.12%
-17.6%
Q3 2016$426,000
+9.2%
2,145
+5.7%
0.14%
+7.6%
Q2 2016$390,000
+1.8%
2,0300.0%0.13%
-7.7%
Q1 2016$383,0002,0300.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2017
NameSharesValueWeighting ↓
GLOBE LIFE INC. 693,701$189,103,000100.00%
Mercer Investments LLC 14,984$4,084,772,00084.33%
E-L Financial Corp Ltd 1,653,696$596,885,00082.55%
Mangham Associates,LLC 369,725$100,787,00074.89%
JBF Capital, Inc. 1,458,168$397,497,00070.92%
HM Capital Management, LLC 311,098$84,805,00053.58%
Wall Capital Group, Inc. 395,967$107,941,00051.17%
AXIS CAPITAL HOLDINGS LTD 218,067$59,445,00047.47%
Fairfield University 163,484$44,565,738,00047.20%
Summit Rock Advisors, LP 167,694$45,713,00042.63%
View complete list of VANGUARD INDEX FDS shareholders