Venturi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,048 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.8%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$124,209
+4.6%
596
+10.6%
0.01%0.0%
Q2 2023$118,771
-46.5%
539
-48.8%
0.01%
-44.4%
Q1 2023$222,140
+8.4%
1,053
+4.8%
0.02%0.0%
Q4 2022$204,910
-10.1%
1,005
-13.2%
0.02%
-10.0%
Q2 2022$228,000
+12.9%
1,158
+36.2%
0.02%
+33.3%
Q1 2022$202,000
-6.5%
850
+0.5%
0.02%
-6.2%
Q4 2021$216,000
-31.4%
846
-36.2%
0.02%
-42.9%
Q2 2021$315,000
+48.6%
1,327
+38.5%
0.03%
+40.0%
Q1 2021$212,000
-97.0%
958
-97.2%
0.02%
-97.3%
Q4 2020$7,144,000
+113.2%
34,549
+81.7%
0.74%
+90.7%
Q3 2020$3,351,000
+97.3%
19,010
+83.5%
0.39%
+70.2%
Q2 2020$1,698,000
-39.1%
10,360
-39.2%
0.23%
-53.8%
Q3 2018$2,790,000
+0.6%
17,0350.0%0.49%
-4.4%
Q2 2018$2,774,000
+11.4%
17,035
+5.5%
0.52%
+7.7%
Q1 2018$2,490,000
+89.4%
16,148
+90.0%
0.48%
+90.5%
Q4 2017$1,315,0008,4980.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders