Belpointe Asset Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$389,068
-9.7%
2,010
-10.6%
0.02%
-19.2%
Q4 2022$430,663
-9.9%
2,248
-19.3%
0.03%
-18.8%
Q3 2022$478,000
-15.2%
2,786
-8.5%
0.03%
-15.8%
Q2 2022$564,000
-9.6%
3,045
-4.5%
0.04%0.0%
Q1 2022$624,000
-3.6%
3,187
-1.5%
0.04%
-5.0%
Q4 2021$647,000
+0.2%
3,237
-10.2%
0.04%
-9.1%
Q3 2021$646,000
+30.5%
3,605
+32.9%
0.04%
+22.2%
Q2 2021$495,000
-5.4%
2,712
-7.6%
0.04%
-20.0%
Q1 2021$523,000
+6.3%
2,934
+3.8%
0.04%
+2.3%
Q4 2020$492,000
-26.8%
2,826
-36.7%
0.04%
-4.3%
Q3 2020$672,000
+104.9%
4,461
+103.7%
0.05%
+9.5%
Q2 2020$328,000
+8.3%
2,190
-0.5%
0.04%
-20.8%
Q1 2020$303,000
-14.9%
2,200
-0.5%
0.05%
+17.8%
Q4 2019$356,000
+2.0%
2,210
-0.9%
0.04%
-19.6%
Q3 2019$349,000
+2.3%
2,231
-2.6%
0.06%
-16.4%
Q2 2019$341,000
+1.5%
2,290
-10.5%
0.07%
-21.2%
Q4 2018$336,000
-10.4%
2,559
-4.4%
0.08%
+44.1%
Q3 2018$375,000
-17.9%
2,677
-14.5%
0.06%
-41.0%
Q4 2017$457,000
+1.6%
3,130
-3.6%
0.10%
-4.8%
Q3 2017$450,0003,2480.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders