Venturi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$352,176
-3.6%
1,6580.0%0.03%
-3.4%
Q2 2023$365,225
-76.5%
1,658
-79.9%
0.03%
-79.1%
Q2 2022$1,557,000
-64.4%
8,256
-57.0%
0.14%
-58.5%
Q1 2022$4,368,000
-14.3%
19,187
-9.1%
0.34%
-13.2%
Q4 2021$5,097,000
+14.9%
21,109
+5.7%
0.39%
+4.3%
Q3 2021$4,436,000
+0.6%
19,976
+0.9%
0.37%
-5.6%
Q2 2021$4,410,000
+5.2%
19,790
-2.4%
0.39%
-2.0%
Q1 2021$4,192,000
+2.9%
20,283
-3.1%
0.40%
-5.2%
Q4 2020$4,073,000
+11.2%
20,928
-2.7%
0.42%
-0.5%
Q3 2020$3,663,000
+7.9%
21,509
-0.8%
0.42%
-7.0%
Q2 2020$3,394,000
-42.1%
21,682
-52.3%
0.46%
-40.5%
Q1 2020$5,858,000
+57.6%
45,450
+100.0%
0.77%
+70.1%
Q4 2019$3,717,000
+3.0%
22,720
-4.9%
0.45%
-3.0%
Q3 2019$3,609,000
+63.5%
23,900
+62.5%
0.46%
+55.5%
Q2 2019$2,207,000
-19.4%
14,705
-21.4%
0.30%
-16.0%
Q1 2019$2,738,000
+8.9%
18,705
-7.2%
0.36%
-12.3%
Q4 2018$2,515,000
-20.4%
20,154
-4.4%
0.41%
-27.4%
Q3 2018$3,160,000
+1.8%
21,0840.0%0.56%
-3.3%
Q2 2018$3,103,000
+1.9%
21,084
-6.0%
0.58%
-1.5%
Q1 2018$3,045,000
+83.3%
22,436
+85.4%
0.59%
+84.6%
Q4 2017$1,661,000
-10.3%
12,101
-14.9%
0.32%
-18.7%
Q3 2017$1,851,000
+0.7%
14,219
-3.8%
0.39%
-6.5%
Q2 2017$1,839,000
+3.4%
14,7800.0%0.42%
+1.7%
Q1 2017$1,778,000
+11.5%
14,780
+6.9%
0.41%
-8.3%
Q4 2016$1,595,000
+0.1%
13,829
-3.4%
0.45%
-15.3%
Q3 2016$1,593,000
+3.9%
14,3090.0%0.53%
+1.5%
Q2 2016$1,533,000
+2.2%
14,3090.0%0.52%
-7.0%
Q1 2016$1,500,000
+0.5%
14,3090.0%0.56%
-17.4%
Q4 2015$1,492,00014,3090.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders