Belpointe Asset Management LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGLT and the CUSIP is 92206C847. A total of 286 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q1 2023$1,042,950
+116.8%
15,920
+104.0%
0.06%
+93.1%
Q4 2022$480,958
-53.1%
7,805
-52.2%
0.03%
-58.0%
Q3 2022$1,026,000
-11.1%
16,317
-0.8%
0.07%
-10.4%
Q2 2022$1,154,000
-27.7%
16,455
-17.2%
0.08%
-20.6%
Q1 2022$1,597,000
-23.7%
19,865
-15.1%
0.10%
-25.4%
Q4 2021$2,093,000
-2.2%
23,410
-4.1%
0.13%
-11.0%
Q3 2021$2,141,000
-8.7%
24,406
-8.7%
0.15%
-13.6%
Q2 2021$2,345,000
+5.2%
26,735
-0.7%
0.17%
-11.5%
Q1 2021$2,229,000
-13.3%
26,926
+0.4%
0.19%
-17.3%
Q4 2020$2,572,000
-29.7%
26,831
-26.7%
0.23%
-7.2%
Q3 2020$3,660,000
+72.2%
36,609
+72.4%
0.25%
-9.5%
Q2 2020$2,126,000
+141.3%
21,234
+143.4%
0.28%
+78.6%
Q1 2020$881,000
-24.6%
8,723
-37.9%
0.15%
+4.1%
Q4 2019$1,169,000
-15.1%
14,043
-10.5%
0.15%
-33.6%
Q3 2019$1,377,000
-12.6%
15,696
-18.7%
0.22%
-28.1%
Q2 2019$1,576,000
-53.2%
19,300
-56.2%
0.31%
-52.9%
Q1 2019$3,370,000
+159.2%
44,076
+153.3%
0.66%
+100.0%
Q4 2018$1,300,000
+422.1%
17,400
+403.8%
0.33%
+743.6%
Q3 2018$249,000
-17.8%
3,454
-14.7%
0.04%
-54.1%
Q2 2018$303,000
+6.3%
4,050
+6.6%
0.08%
+2.4%
Q1 2018$285,000
-18.8%
3,800
-15.6%
0.08%
+7.8%
Q4 2017$351,000
-17.0%
4,500
-18.2%
0.08%
-22.2%
Q3 2017$423,0005,5000.10%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 593,061$49,105,0004.93%
GenWealth Group, Inc. 165,977$13,742,0004.36%
TPB WEALTH ADVISORS 60,000$5,000,0004.30%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 683,000$56,552,0002.89%
Systelligence, LLC 118,074$9,777,0002.73%
RHS Financial, LLC 38,845$3,216,0002.68%
FIRST MERCANTILE TRUST CO 262,973$21,774,0002.49%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 319,981$26,494,0002.07%
FINANCIAL LIFE ADVISORS 39,327$3,256,0001.52%
Beta Wealth Group, Inc. 19,697$1,631,0001.19%
View complete list of VANGUARD SCOTTSDALE FDS shareholders