Belpointe Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,046,933
-9.4%
14,840
-6.7%
0.21%
-11.3%
Q2 2023$2,260,129
-52.9%
15,905
-54.2%
0.24%
-7.7%
Q1 2023$4,796,416
-17.1%
34,729
-15.8%
0.26%
-26.0%
Q4 2022$5,787,357
+22.5%
41,230
+7.8%
0.35%
+9.7%
Q3 2022$4,725,000
-27.5%
38,263
-22.5%
0.32%
-27.0%
Q2 2022$6,514,000
+96.2%
49,398
+119.9%
0.44%
+117.4%
Q1 2022$3,320,000
-19.5%
22,460
-19.9%
0.20%
-21.8%
Q4 2021$4,125,000
+19.9%
28,038
+10.3%
0.26%
+9.4%
Q3 2021$3,440,000
-14.6%
25,410
-13.3%
0.24%
-19.0%
Q2 2021$4,028,000
+12.3%
29,306
+7.4%
0.29%
-5.5%
Q1 2021$3,587,000
+14.7%
27,288
+3.8%
0.31%
+9.3%
Q4 2020$3,127,000
+2.6%
26,286
-16.8%
0.28%
+35.7%
Q3 2020$3,048,000
+90.5%
31,588
+96.6%
0.21%0.0%
Q2 2020$1,600,000
+10.1%
16,069
-1.5%
0.21%
-18.5%
Q1 2020$1,453,000
-33.2%
16,317
-10.1%
0.25%
-8.0%
Q4 2019$2,175,000
+13.2%
18,151
+5.4%
0.28%
-11.3%
Q3 2019$1,921,000
-11.1%
17,218
-11.7%
0.31%
-26.8%
Q2 2019$2,162,000
+39.4%
19,490
+23.1%
0.42%
+8.1%
Q4 2018$1,551,000
-32.0%
15,838
-23.2%
0.39%
+8.9%
Q3 2018$2,282,000
+28.0%
20,622
+20.1%
0.36%
-27.5%
Q2 2018$1,783,000
+2.2%
17,169
+1.5%
0.50%
-2.2%
Q1 2018$1,745,000
-24.3%
16,913
-22.0%
0.51%
+0.8%
Q4 2017$2,305,000
+15.3%
21,682
+8.2%
0.50%
+7.9%
Q3 2017$1,999,00020,0310.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders