Belpointe Asset Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$136,439
-76.0%
1,195
-74.5%
0.01%
-79.4%
Q4 2022$568,647
-0.9%
4,690
-17.0%
0.03%
-12.8%
Q3 2022$574,000
+149.6%
5,648
+144.0%
0.04%
+160.0%
Q2 2022$230,000
+10.6%
2,315
+19.8%
0.02%
+15.4%
Q1 2022$208,000
+18.9%
1,933
-14.0%
0.01%
+18.2%
Q4 2021$175,000
-15.0%
2,247
-19.4%
0.01%
-21.4%
Q3 2021$206,000
-1.9%
2,787
+1.2%
0.01%
-6.7%
Q2 2021$210,000
-19.5%
2,753
-28.0%
0.02%
-31.8%
Q1 2021$261,000
+32.5%
3,824
+0.3%
0.02%
+22.2%
Q4 2020$197,000
+18.0%
3,811
-7.9%
0.02%
+63.6%
Q3 2020$167,000
-15.7%
4,136
+4.9%
0.01%
-57.7%
Q2 2020$198,000
+1.5%
3,942
+112.2%
0.03%
-16.1%
Q3 2018$195,000
-29.3%
1,858
-33.5%
0.03%
-48.3%
Q4 2017$276,0002,7930.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders