Belpointe Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$313,483
-47.1%
1,895
-49.2%
0.03%
+3.1%
Q1 2023$592,737
-8.6%
3,733
-8.6%
0.03%
-17.9%
Q4 2022$648,480
+14.4%
4,083
+3.3%
0.04%
+2.6%
Q3 2022$567,000
-1.0%
3,952
+3.6%
0.04%0.0%
Q2 2022$573,000
+54.0%
3,815
+80.0%
0.04%
+65.2%
Q1 2022$372,000
-71.1%
2,119
-70.5%
0.02%
-71.2%
Q4 2021$1,286,000
+0.2%
7,190
-5.2%
0.08%
-8.0%
Q3 2021$1,283,000
-20.8%
7,582
-18.7%
0.09%
-25.6%
Q2 2021$1,619,000
-25.8%
9,324
-29.2%
0.12%
-37.4%
Q1 2021$2,181,000
+1072.6%
13,168
+906.7%
0.19%
+1000.0%
Q4 2020$186,000
-62.1%
1,308
-74.7%
0.02%
-48.5%
Q3 2020$491,000
+255.8%
5,178
+299.8%
0.03%
+83.3%
Q2 2020$138,000
-58.4%
1,295
-65.4%
0.02%
-69.0%
Q1 2020$332,000
-42.8%
3,742
-11.6%
0.06%
-21.6%
Q4 2019$580,000
+187.1%
4,234
+170.0%
0.07%
+124.2%
Q3 2019$202,000
+14.1%
1,568
+15.9%
0.03%
-5.7%
Q2 2019$177,000
-5.9%
1,353
-17.9%
0.04%
-27.1%
Q4 2018$188,000
-35.4%
1,647
-21.2%
0.05%
+4.3%
Q3 2018$291,000
+37.9%
2,089
+31.3%
0.05%0.0%
Q4 2017$211,0001,5910.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders