Belpointe Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 615 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.5%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$326,899
+5.8%
1,677
-2.4%
0.02%
-5.3%
Q4 2022$308,885
+57.6%
1,718
+49.5%
0.02%
+46.2%
Q3 2022$196,000
-2.5%
1,149
+0.3%
0.01%0.0%
Q2 2022$201,000
-28.5%
1,146
-9.0%
0.01%
-23.5%
Q1 2022$281,000
-48.7%
1,260
-41.4%
0.02%
-50.0%
Q4 2021$548,000
+11.6%
2,151
+3.6%
0.03%
+3.0%
Q3 2021$491,000
+66.4%
2,077
+66.3%
0.03%
+57.1%
Q2 2021$295,000
+64.8%
1,249
+50.3%
0.02%
+40.0%
Q1 2021$179,000
+20.9%
831
+19.4%
0.02%
+15.4%
Q4 2020$148,000
-8.6%
696
-22.4%
0.01%
+18.2%
Q3 2020$162,000
+52.8%
897
+39.9%
0.01%
-21.4%
Q2 2020$106,000
-16.5%
641
-19.7%
0.01%
-12.5%
Q4 2019$127,000
-15.9%
798
-21.5%
0.02%
-33.3%
Q3 2019$151,000
-20.9%
1,017
-20.5%
0.02%
-36.8%
Q2 2019$191,000
-50.1%
1,280
-60.0%
0.04%
-60.8%
Q4 2018$383,000
-23.6%
3,197
-9.1%
0.10%
+22.8%
Q3 2018$501,000
+26.8%
3,516
+19.8%
0.08%
-28.2%
Q2 2018$395,000
+3.7%
2,9360.0%0.11%
-0.9%
Q1 2018$381,000
-1.6%
2,936
-3.2%
0.11%
+30.6%
Q4 2017$387,000
+1.6%
3,032
-3.0%
0.08%
-4.5%
Q3 2017$381,0003,1270.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
SWAN Capital LLC 61,402$11,959,1719.54%
BHK Investment Advisors, LLC 106,011$20,647,7069.50%
STEPHENS GROUP ASSET MANAGEMENT, LLC 431,212$83,987,1619.04%
Axiom Advisory, LLC 40,794$7,945,4607.15%
Trust Co 226,435$44,101,5857.11%
Pacific Life Fund Advisors LLC 336,836$65,605,5486.94%
Davis Investment Partners, LLC 67,620$12,928,5776.88%
Praetorian Wealth Management, Inc. 108,901$21,210,6476.74%
Truepoint, Inc. 1,026,813$199,992,4116.43%
Hyperion Partners, LLC 34,949$6,806,9695.88%
View complete list of VANGUARD INDEX FDS shareholders