Belpointe Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,119,717
-0.6%
7,784
+3.3%
0.22%
-2.7%
Q2 2023$2,133,212
-82.9%
7,538
-84.9%
0.23%
-66.4%
Q1 2023$12,444,788
+23.4%
49,891
+5.5%
0.67%
+10.3%
Q4 2022$10,081,511
-10.6%
47,307
-10.2%
0.61%
-20.1%
Q3 2022$11,276,000
-2.9%
52,704
+1.2%
0.76%
-2.1%
Q2 2022$11,611,000
-16.7%
52,092
+7.5%
0.78%
-7.8%
Q1 2022$13,931,000
-9.1%
48,440
+1.4%
0.84%
-11.7%
Q4 2021$15,333,000
+19.5%
47,781
+8.0%
0.96%
+9.3%
Q3 2021$12,835,000
+31.0%
44,232
+29.5%
0.88%
+24.1%
Q2 2021$9,800,000
+30.0%
34,166
+16.5%
0.70%
+9.3%
Q1 2021$7,540,000
+51.7%
29,338
+49.5%
0.64%
+44.6%
Q4 2020$4,970,000
-29.1%
19,619
-45.1%
0.45%
-6.5%
Q3 2020$7,010,000
+104.7%
35,761
+111.0%
0.48%
+7.7%
Q2 2020$3,425,000
+37.3%
16,947
+6.4%
0.44%
+1.4%
Q1 2020$2,495,000
-13.1%
15,925
+1.1%
0.44%
+20.1%
Q4 2019$2,870,000
+8.2%
15,752
-1.2%
0.36%
-15.2%
Q3 2019$2,652,000
-2.0%
15,947
-3.7%
0.43%
-19.4%
Q2 2019$2,706,000
+23.2%
16,562
+1.3%
0.53%
-4.5%
Q4 2018$2,196,000
+0.3%
16,345
+20.2%
0.56%
+61.0%
Q3 2018$2,190,000
+53.6%
13,598
+42.9%
0.35%
-13.1%
Q2 2018$1,426,000
+20.0%
9,517
+13.6%
0.40%
+15.0%
Q1 2018$1,188,000
+4.9%
8,376
+4.0%
0.35%
+39.5%
Q4 2017$1,133,000
+49.3%
8,057
+40.9%
0.25%
+39.3%
Q3 2017$759,0005,7200.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders