Belpointe Asset Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$303,345
-85.9%
1,336
-87.3%
0.03%
-73.3%
Q1 2023$2,144,084
+77.1%
10,484
+49.0%
0.12%
+58.9%
Q4 2022$1,210,793
-2.8%
7,037
-1.6%
0.07%
-13.1%
Q3 2022$1,246,000
-6.9%
7,150
-2.9%
0.08%
-6.7%
Q2 2022$1,338,000
-20.5%
7,362
+2.9%
0.09%
-11.8%
Q1 2022$1,684,000
-5.2%
7,155
+5.1%
0.10%
-8.1%
Q4 2021$1,776,000
+16.8%
6,810
+5.2%
0.11%
+6.7%
Q3 2021$1,520,000
+2.6%
6,473
+1.1%
0.10%
-2.8%
Q2 2021$1,482,000
+10.9%
6,404
-0.8%
0.11%
-6.1%
Q1 2021$1,336,000
-8.7%
6,455
-10.1%
0.11%
-13.0%
Q4 2020$1,463,000
+38.9%
7,178
+9.6%
0.13%
+81.9%
Q3 2020$1,053,000
+106.9%
6,549
+110.2%
0.07%
+9.1%
Q2 2020$509,000
+44.2%
3,115
+12.2%
0.07%
+6.5%
Q1 2020$353,000
-15.6%
2,777
-3.2%
0.06%
+17.0%
Q4 2019$418,000
+12.7%
2,868
+2.6%
0.05%
-11.7%
Q3 2019$371,000
+53.3%
2,796
+49.3%
0.06%
+25.0%
Q2 2019$242,000
+5.7%
1,873
+1.6%
0.05%
+6.7%
Q1 2019$229,000
-8.8%
1,843
-21.5%
0.04%
-29.7%
Q4 2018$251,000
-2.7%
2,348
+16.7%
0.06%
+56.1%
Q3 2018$258,0002,0120.04%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders