Belpointe Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 539 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$465,916
-18.2%
3,475
-17.5%
0.02%
-26.5%
Q4 2022$569,713
+62.8%
4,213
+46.6%
0.03%
+41.7%
Q3 2022$350,000
-26.0%
2,874
-21.4%
0.02%
-25.0%
Q2 2022$473,000
-31.4%
3,658
-20.7%
0.03%
-23.8%
Q1 2022$690,000
-42.9%
4,611
-42.7%
0.04%
-44.0%
Q4 2021$1,209,000
+1.7%
8,049
-5.6%
0.08%
-7.4%
Q3 2021$1,189,000
-32.7%
8,524
-32.2%
0.08%
-36.2%
Q2 2021$1,766,000
-6.2%
12,564
-10.0%
0.13%
-21.1%
Q1 2021$1,883,000
+1315.8%
13,962
+1142.2%
0.16%
+1241.7%
Q4 2020$133,000
+20.9%
1,124
+3.9%
0.01%
+71.4%
Q3 2020$110,000
+4.8%
1,082
-1.4%
0.01%
-50.0%
Q2 2020$105,000
-45.0%
1,097
-31.6%
0.01%
-41.7%
Q4 2019$191,000
+70.5%
1,604
+62.5%
0.02%
+33.3%
Q3 2019$112,000
-48.1%
987
-56.4%
0.02%
-67.3%
Q4 2018$216,000
-8.5%
2,265
+8.5%
0.06%
+48.6%
Q3 2018$236,0002,0870.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders