Belpointe Asset Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 298 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.6%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$239,480
+164.3%
4,048
+178.4%
0.02%
+400.0%
Q1 2023$90,599
-57.4%
1,454
-58.4%
0.01%
-61.5%
Q4 2022$212,869
-30.9%
3,491
-34.9%
0.01%
-38.1%
Q3 2022$308,000
-0.3%
5,361
+6.4%
0.02%0.0%
Q2 2022$309,000
-30.9%
5,040
-21.2%
0.02%
-22.2%
Q1 2022$447,000
-69.4%
6,400
-66.0%
0.03%
-70.3%
Q4 2021$1,462,000
-6.1%
18,830
-5.3%
0.09%
-14.2%
Q3 2021$1,557,000
-3.9%
19,878
-2.1%
0.11%
-9.4%
Q2 2021$1,620,000
+315.4%
20,295
+303.2%
0.12%
+254.5%
Q1 2021$390,000
+16.8%
5,033
+24.3%
0.03%
+10.0%
Q4 2020$334,0004,0500.03%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Versant Capital Management, Inc 299,587$17,223,0006.75%
Wavelength Capital Management, LLC 90,892$5,225,0005.79%
Shore Point Advisors, LLC 91,910$5,284,0005.16%
Corrigan Financial, Inc. 210,728$12,114,7464.59%
BlueSky Wealth Advisors, LLC 297,692$17,114,0003.97%
Marotta Asset Management 220,108$12,654,009,0003.30%
Marion Wealth Management 108,258$6,224,0003.20%
Hurlow Wealth Management Group, Inc. 92,882$5,340,0003.11%
Running Point Capital Advisors, LLC 78,611$4,519,0002.99%
Axiom Financial Strategies, LLC 93,013$5,347,0002.84%
View complete list of VANGUARD WHITEHALL FDS shareholders