Belpointe Asset Management LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 174 filers reported holding VANGUARD BD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$2,125,795
-13.4%
43,216
-13.5%
0.22%
-15.4%
Q2 2023$2,455,100
-35.2%
49,941
-35.1%
0.26%
+26.8%
Q1 2023$3,786,769
+3.4%
76,904
+2.9%
0.20%
-7.2%
Q4 2022$3,660,608
-12.7%
74,706
-12.8%
0.22%
-21.9%
Q3 2022$4,194,000
+0.9%
85,678
+1.4%
0.28%
+1.4%
Q2 2022$4,156,000
+117.8%
84,480
+118.7%
0.28%
+140.5%
Q1 2022$1,908,000
+43.0%
38,633
+44.6%
0.12%
+39.8%
Q4 2021$1,334,000
+68.4%
26,708
+69.1%
0.08%
+53.7%
Q3 2021$792,000
+99.5%
15,793
+99.3%
0.05%
+86.2%
Q2 2021$397,0007,9250.03%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Wharton Business Group, LLC 4,583,342$226,371,00013.73%
Financial Sense Advisors, Inc. 685,364$33,850,00012.67%
Pacific Center for Financial Services 685,364$33,850,00012.10%
TruWealth Advisors, LLC 2,112,923$104,357,00010.85%
MONUMENTAL FINANCIAL GROUP INC. 144,799$7,152,0005.92%
John W. Brooker & Co., CPAs 211,789$10,460,0005.67%
Northwest Capital Management Inc 229,078$11,314,0005.32%
McClarren Financial Advisors, Inc. 144,655$7,132,0005.16%
Kathmere Capital Management, LLC 605,511$29,906,0005.09%
Leeward Financial Partners, LLC 158,948$7,850,0004.85%
View complete list of VANGUARD BD INDEX FDS shareholders