Venturi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 782 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.14 and the average weighting 0.8%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$971,294
-0.1%
5,137
+5.1%
0.08%
-2.6%
Q2 2023$971,819
-13.6%
4,886
-17.7%
0.08%
-15.2%
Q1 2023$1,124,918
+2.9%
5,934
-0.4%
0.09%
-4.2%
Q4 2022$1,093,143
+193.1%
5,956
+173.1%
0.10%
+166.7%
Q3 2022$373,000
-98.7%
2,181
-98.7%
0.04%
-98.6%
Q2 2022$28,520,000
+2690.6%
161,944
+3268.2%
2.55%
+3164.1%
Q1 2022$1,022,000
-76.1%
4,808
-74.6%
0.08%
-75.9%
Q4 2021$4,276,000
+1043.3%
18,918
+1006.3%
0.32%
+945.2%
Q3 2021$374,000
-4.1%
1,710
-1.1%
0.03%
-11.4%
Q2 2021$390,000
-22.9%
1,729
-49.5%
0.04%
-63.9%
Q4 2017$506,0003,4250.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders