Belpointe Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,015 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,029,646
-27.5%
4,944
-23.3%
0.11%
-28.7%
Q2 2023$1,419,371
-46.5%
6,447
-48.7%
0.15%
+4.9%
Q1 2023$2,651,978
+11.5%
12,573
+7.8%
0.14%
-0.7%
Q4 2022$2,377,785
-20.7%
11,666
-26.9%
0.14%
-29.1%
Q3 2022$3,000,000
+2.1%
15,959
+7.0%
0.20%
+3.0%
Q2 2022$2,938,000
+62.1%
14,912
+95.6%
0.20%
+79.1%
Q1 2022$1,813,000
-11.0%
7,625
-4.6%
0.11%
-13.4%
Q4 2021$2,036,000
+0.7%
7,990
-6.4%
0.13%
-8.0%
Q3 2021$2,021,000
+10.7%
8,538
+11.1%
0.14%
+5.3%
Q2 2021$1,825,000
+10.3%
7,687
+2.8%
0.13%
-7.7%
Q1 2021$1,654,000
+22.6%
7,477
+14.6%
0.14%
+17.4%
Q4 2020$1,349,000
-32.7%
6,523
-50.1%
0.12%
-11.0%
Q3 2020$2,003,000
+90.8%
13,060
+103.8%
0.14%0.0%
Q2 2020$1,050,000
+19.2%
6,407
-4.3%
0.14%
-11.7%
Q1 2020$881,000
-29.4%
6,692
-4.4%
0.15%
-2.5%
Q4 2019$1,248,000
+60.4%
7,002
+50.8%
0.16%
+25.4%
Q3 2019$778,000
-31.5%
4,642
-31.7%
0.13%
-43.5%
Q2 2019$1,136,000
+55.8%
6,797
+28.8%
0.22%
+20.5%
Q4 2018$729,000
+55.4%
5,276
+84.7%
0.18%
+150.0%
Q3 2018$469,000
+67.5%
2,856
+61.0%
0.07%
-5.1%
Q2 2018$280,000
+2.6%
1,774
+0.3%
0.08%
-2.5%
Q1 2018$273,000
-28.5%
1,769
-28.4%
0.08%
-4.8%
Q4 2017$382,000
+4.7%
2,469
-0.5%
0.08%
-1.2%
Q3 2017$365,0002,4820.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders