Belpointe Asset Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$293,717
-6.0%
1,934
-3.2%
0.03%
-9.1%
Q2 2023$312,451
-53.1%
1,997
-57.1%
0.03%
-8.3%
Q1 2023$666,317
+2.1%
4,655
-5.5%
0.04%
-7.7%
Q4 2022$652,467
+5.6%
4,928
-0.5%
0.04%
-7.1%
Q3 2022$618,000
-9.1%
4,952
-4.0%
0.04%
-8.7%
Q2 2022$680,000
-12.4%
5,157
+5.7%
0.05%
-2.1%
Q1 2022$776,000
-5.4%
4,881
+0.1%
0.05%
-7.8%
Q4 2021$820,000
+9.3%
4,878
-0.9%
0.05%0.0%
Q3 2021$750,000
+6.5%
4,920
+6.4%
0.05%0.0%
Q2 2021$704,000
+80.5%
4,623
+66.4%
0.05%
+54.5%
Q1 2021$390,000
+14.7%
2,779
+9.2%
0.03%
+6.5%
Q4 2020$340,000
-23.4%
2,546
-37.7%
0.03%
+3.3%
Q3 2020$444,000
+78.3%
4,088
+79.9%
0.03%
-6.2%
Q2 2020$249,000
+68.2%
2,273
+40.0%
0.03%
+23.1%
Q1 2020$148,0001,6230.03%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 524,544$79,662,45021.05%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,383$27,850,37611.20%
Cadence Bank 432,903$65,744,9785.78%
Black Diamond Financial, LLC 104,856$15,924,5064.90%
Verus Financial Partners, Inc. 224,790$34,590,7304.51%
Buttonwood Financial Group, LLC 40,155$5,985,8734.37%
LEAVELL INVESTMENT MANAGEMENT, INC. 397,205$60,3244.22%
Equita Financial Network, Inc. 36,681$5,5713.43%
TriaGen Wealth Management LLC 40,090$6,088,4683.11%
Gray Wealth Management Inc. 38,675$5,873,5243.01%
View complete list of VANGUARD WORLD FD shareholders