Belpointe Asset Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 127 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.99 and the average weighting 0.4%.

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 2022
NameSharesValueWeighting ↓
North Ridge Wealth Advisors, Inc. 79,304$7,180,1497.18%
Bridge Advisory, LLC 111,802$10,122,5133.91%
Fermata Advisors, LLC 55,571$5,031,3473.04%
Forefront Analytics, LLC 59,596$5,395,6792.78%
Marshall Financial Group LLC 69,673$6,308,1932.26%
Johnson & White Wealth Management, LLC 26,920$2,4372.17%
Alpha Square Group S LLC 44,000$3,983,7602.13%
DFPG INVESTMENTS, LLC 168,717$15,275,6041.64%
Fortis Group Advisors, LLC 58,038$5,223,9981.58%
SINECERA CAPITAL, LLC 15,858$1,435,8011.54%
View complete list of VANGUARD WORLD FD shareholders