Belpointe Asset Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 336 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$1,827,132
-22.6%
12,386
-19.5%
0.10%
-30.8%
Q4 2022$2,360,441
+19.6%
15,392
+11.0%
0.14%
+7.5%
Q3 2022$1,973,000
+10.7%
13,863
+18.5%
0.13%
+10.8%
Q2 2022$1,783,000
-5.0%
11,697
+0.9%
0.12%
+5.3%
Q1 2022$1,876,000
+18.1%
11,594
+14.1%
0.11%
+15.2%
Q4 2021$1,588,000
+19.0%
10,159
+6.0%
0.10%
+8.8%
Q3 2021$1,334,000
+17.2%
9,587
+16.9%
0.09%
+11.0%
Q2 2021$1,138,000
+8.4%
8,199
+9.7%
0.08%
-8.9%
Q1 2021$1,050,000
-7.4%
7,475
-9.7%
0.09%
-11.8%
Q4 2020$1,134,000
-48.0%
8,274
-52.5%
0.10%
-31.1%
Q3 2020$2,181,000
+95.6%
17,414
+93.1%
0.15%
+2.8%
Q2 2020$1,115,000
-1.8%
9,020
-3.2%
0.14%
-27.6%
Q1 2020$1,136,000
+267.6%
9,321
+331.3%
0.20%
+410.3%
Q4 2019$309,000
-52.1%
2,161
-60.5%
0.04%
-61.8%
Q3 2018$645,000
-4.3%
5,474
-5.3%
0.10%
-31.1%
Q4 2017$674,0005,7780.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders