Venturi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 605 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.90 and the average weighting 1.0%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$462,033
-5.2%
2,361
-1.8%
0.04%
-7.7%
Q2 2023$487,417
+109.0%
2,404
+92.6%
0.04%
+105.3%
Q1 2023$233,233
-10.8%
1,248
-16.9%
0.02%
-17.4%
Q4 2022$261,504
+5.0%
1,501
-1.4%
0.02%
-4.2%
Q3 2022$249,000
-8.8%
1,522
-4.0%
0.02%0.0%
Q2 2022$273,000
-18.0%
1,586
-0.7%
0.02%
-7.7%
Q1 2022$333,000
-5.7%
1,5970.0%0.03%
-3.7%
Q4 2021$353,000
+10.0%
1,5970.0%0.03%0.0%
Q3 2021$321,000
-1.2%
1,597
-1.4%
0.03%
-6.9%
Q2 2021$325,000
+6.6%
1,619
-1.5%
0.03%0.0%
Q1 2021$305,000
+3.4%
1,644
-2.2%
0.03%
-6.5%
Q4 2020$295,000
+12.2%
1,6810.0%0.03%
+3.3%
Q3 2020$263,000
+9.6%
1,6810.0%0.03%
-6.2%
Q2 2020$240,000
-45.9%
1,681
-55.1%
0.03%
-44.8%
Q1 2020$444,000
+42.3%
3,746
+77.3%
0.06%
+52.6%
Q4 2019$312,000
+22.4%
2,113
+12.8%
0.04%
+15.2%
Q3 2019$255,000
-6.6%
1,873
-7.5%
0.03%
-10.8%
Q2 2019$273,0002,0240.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders