Venturi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

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 Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders