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Venturi Wealth Management, LLC: VOO position timeline

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

Venturi Wealth Management, LLC held 58,334 VOO 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 58,334 shares
    Change vs previous 13F -97,740 shares

    1.55% of the 13F portfolio, value $40,063,399.

    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 156,074 shares
    Change vs previous 13F -100,857 shares

    4.2% of the 13F portfolio, value $93,261,467.

    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 256,931 shares
    Change vs previous 13F +6,848 shares

    7.15% of the 13F portfolio, value $161,128,428.

    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 250,083 shares
    Change vs previous 13F +191,032 shares

    7.11% of the 13F portfolio, value $153,145,942.

    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 59,051 shares
    Change vs previous 13F -160,495 shares

    1.66% of the 13F portfolio, value $33,542,491.

    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 219,546 shares
    Change vs previous 13F -29,205 shares

    5.88% of the 13F portfolio, value $112,827,011.

    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 248,751 shares
    Change vs previous 13F +23,161 shares

    6.59% of the 13F portfolio, value $134,029,355.

    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 225,590 shares
    Change vs previous 13F not available

    6.23% of the 13F portfolio, value $119,039,788.

    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).