Belpointe Asset Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 610 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.6%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,036,009
-4.8%
7,317
+1.4%
0.31%
-6.8%
Q2 2023$3,189,619
-16.7%
7,213
-27.4%
0.34%
+62.8%
Q1 2023$3,830,161
+12.9%
9,937
-6.4%
0.21%
+1.0%
Q4 2022$3,392,392
+204.3%
10,621
+192.8%
0.20%
+173.3%
Q3 2022$1,115,000
+30.9%
3,628
+39.0%
0.08%
+31.6%
Q2 2022$852,000
-37.4%
2,611
-20.1%
0.06%
-31.3%
Q1 2022$1,362,000
+30.2%
3,268
+43.0%
0.08%
+27.7%
Q4 2021$1,046,000
+13.6%
2,285
-0.6%
0.06%
+3.2%
Q3 2021$921,000
+25.5%
2,298
+24.9%
0.06%
+18.9%
Q2 2021$734,000
+66.1%
1,840
+49.4%
0.05%
+39.5%
Q1 2021$442,000
+10.8%
1,232
+9.3%
0.04%
+5.6%
Q4 2020$399,000
-25.7%
1,127
-42.3%
0.04%
-2.7%
Q3 2020$537,000
+122.8%
1,952
+125.1%
0.04%
+19.4%
Q2 2020$241,000
+56.5%
867
+19.8%
0.03%
+14.8%
Q1 2020$154,000
-24.5%
724
-13.1%
0.03%
+3.8%
Q4 2019$204,000
+22.2%
833
+7.8%
0.03%
-3.7%
Q3 2019$167,000
-11.6%
773
-13.7%
0.03%
-27.0%
Q2 2019$189,000
+21.2%
896
-4.3%
0.04%
-7.5%
Q4 2018$156,000
-69.4%
936
-62.8%
0.04%
-50.6%
Q3 2018$510,000
+13.6%
2,516
+1.6%
0.08%
-35.2%
Q2 2018$449,000
-1.8%
2,476
-7.3%
0.12%
-6.0%
Q1 2018$457,000
+37.2%
2,672
+32.3%
0.13%
+82.2%
Q4 2017$333,0002,0200.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 133,321$41,523,00018.90%
NORTHSTAR ASSET MANAGEMENT Co LLC 149,149$46,452,00014.83%
Curtis Advisory Group, LLC 69,130$21,531,00012.70%
Annex Advisory Services, LLC 312,610$97,362,00012.41%
MFA WEALTH ADVISORS, LLC 35,752$11,135,00011.83%
Elwood & Goetz Wealth Advisory Group, LLC 67,683$21,080,00011.36%
HORIZON FINANCIAL SERVICES, LLC 34,545$10,759,00010.45%
TRUST CO OF OKLAHOMA 79,004$24,605,796,00010.13%
Tatro Capital, LLC 27,217$8,477,0009.69%
Madden Advisory Services, Inc. 31,414$9,783,0009.32%
View complete list of VANGUARD WORLD FDS shareholders