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Disclosery

Venturi Wealth Management, LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Venturi Wealth Management, LLC on VCIT, newest first. How the timeline and the estimate are built.

Venturi Wealth Management, LLC held 11,729 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,729 shares
    Change vs previous 13F -479,876 shares

    0.04% of the 13F portfolio, value $969,297.

    13F-HR 0001666363-26-000004 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 491,605 shares
    Change vs previous 13F +484,717 shares

    1.83% of the 13F portfolio, value $40,680,247.

    13F-HR 0001666363-26-000003 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,888 shares
    Change vs previous 13F -724 shares

    0.03% of the 13F portfolio, value $576,765.

    13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,612 shares
    Change vs previous 13F -660,835 shares

    0.03% of the 13F portfolio, value $640,223.

    13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 668,447 shares
    Change vs previous 13F +662,732 shares

    2.74% of the 13F portfolio, value $55,427,620.

    13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,715 shares
    Change vs previous 13F -206,739 shares

    0.02% of the 13F portfolio, value $467,280.

    13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 212,454 shares
    Change vs previous 13F +211,577 shares

    0.84% of the 13F portfolio, value $17,053,686.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 877 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $73,441.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).