Belpointe Asset Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 50 filers reported holding VANGUARD WORLD FD in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$81,486
-82.7%
900
-84.2%
0.00%
-85.7%
Q4 2022$470,622
+1.9%
5,682
+6.6%
0.03%
-9.7%
Q3 2022$462,000
+335.8%
5,329
+400.4%
0.03%
+342.9%
Q2 2022$106,000
-17.8%
1,065
+0.6%
0.01%
-12.5%
Q1 2022$129,000
+25.2%
1,059
+44.7%
0.01%
+33.3%
Q4 2021$103,000
-4.6%
732
-7.7%
0.01%
-14.3%
Q3 2021$108,000
+1.9%
793
+1.9%
0.01%
-12.5%
Q2 2021$106,000
-5.4%
778
-13.3%
0.01%
-20.0%
Q1 2021$112,000
-91.6%
897
-89.7%
0.01%
-91.6%
Q4 2020$1,328,000
-15.1%
8,715
-7.7%
0.12%
+12.3%
Q3 2020$1,564,000
-2.9%
9,445
-2.6%
0.11%
-49.0%
Q2 2020$1,610,000
+436.7%
9,698
+290.7%
0.21%
+215.2%
Q4 2017$300,000
+6.4%
2,482
+2.9%
0.07%0.0%
Q3 2017$282,0002,4120.07%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2018
NameSharesValueWeighting ↓
Fortis Advisors, LLC 44,682$6,805,0006.00%
Summit Rock Advisors, LP 97,773$14,891,0005.19%
Forefront Analytics, LLC 50,653$7,706,0003.35%
RHS Financial, LLC 16,148$2,459,0002.11%
Beacon Capital Management, Inc. 295,435$44,995,0001.96%
Paragon Advisors, LLC 19,470$2,971,0001.60%
TrueWealth Advisors, LLC 12,204$1,758,0001.51%
Almanack Investment Partners, LLC. 69,881$10,643,0001.22%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 5,039$767,0001.15%
Newport Capital Group, LLC 8,120$1,237,0001.07%
View complete list of VANGUARD WORLD FD shareholders