Belpointe Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,679 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.96 and the average weighting 2.4%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,792,868
+12.5%
47,855
+16.6%
1.95%
+10.1%
Q2 2023$16,709,607
+20.3%
41,027
+11.1%
1.77%
+135.6%
Q1 2023$13,890,037
+98.9%
36,935
+85.8%
0.75%
+77.7%
Q4 2022$6,984,298
-30.1%
19,879
-34.7%
0.42%
-37.5%
Q3 2022$9,988,000
-6.8%
30,423
-1.5%
0.68%
-6.0%
Q2 2022$10,717,000
-23.8%
30,896
-8.9%
0.72%
-15.8%
Q1 2022$14,073,000
-17.1%
33,899
-12.8%
0.85%
-19.4%
Q4 2021$16,970,000
+13.0%
38,872
+2.1%
1.06%
+3.3%
Q3 2021$15,013,000
+14.9%
38,067
+14.7%
1.02%
+8.9%
Q2 2021$13,063,000
+49.7%
33,196
+38.6%
0.94%
+25.8%
Q1 2021$8,727,000
+73.9%
23,958
+64.1%
0.75%
+66.0%
Q4 2020$5,019,000
-30.7%
14,604
-44.4%
0.45%
-8.7%
Q3 2020$7,246,000
+77.6%
26,261
+82.4%
0.49%
-6.6%
Q2 2020$4,081,000
+46.7%
14,397
+22.6%
0.53%
+8.4%
Q1 2020$2,781,000
-6.5%
11,745
+16.9%
0.49%
+29.2%
Q4 2019$2,973,000
+266.1%
10,050
+237.6%
0.38%
+187.8%
Q3 2019$812,000
+87.5%
2,977
+85.3%
0.13%
+54.1%
Q2 2019$433,000
+35.3%
1,607
+15.5%
0.08%
+4.9%
Q4 2018$320,000
-49.1%
1,391
-41.0%
0.08%
-18.2%
Q3 2018$629,000
+173.5%
2,356
+155.5%
0.10%
+54.7%
Q2 2018$230,000
+14.4%
922
+10.8%
0.06%
+8.5%
Q1 2018$201,000
-84.3%
832
-84.1%
0.06%
-78.9%
Q4 2017$1,280,000
-18.8%
5,217
-23.6%
0.28%
-24.1%
Q3 2017$1,576,0006,8280.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders