Belpointe Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 530 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,421,022
-5.9%
5,681
-1.9%
0.10%
-12.4%
Q1 2024$1,510,386
-23.1%
5,793
-28.7%
0.11%
-34.7%
Q4 2023$1,964,363
-37.6%
8,124
-44.7%
0.17%
-46.9%
Q3 2023$3,147,821
+4.3%
14,697
+11.9%
0.33%
+2.2%
Q2 2023$3,017,307
+8040.6%
13,133
+7580.1%
0.32%
+15850.0%
Q1 2023$37,065
-1.3%
171
-8.6%
0.00%0.0%
Q4 2022$37,553
-62.8%
187
-48.1%
0.00%
-66.7%
Q4 2021$101,000
-9.8%
360
-9.3%
0.01%
-25.0%
Q3 2021$112,0000.0%397
-24.4%
0.01%0.0%
Q3 2020$112,000
-5.1%
525
-11.2%
0.01%
-46.7%
Q2 2020$118,000
-49.8%
591
-50.0%
0.02%
-50.0%
Q4 2019$235,000
+78.0%
1,181
+63.3%
0.03%
+42.9%
Q3 2019$132,000
+8.2%
723
+10.4%
0.02%
-12.5%
Q2 2019$122,0006550.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders