Belpointe Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,346 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$655,513
+14.5%
3,467
+20.4%
0.07%
+11.5%
Q2 2023$572,604
-83.8%
2,879
-84.6%
0.06%
-68.1%
Q1 2023$3,534,289
+19.3%
18,645
+15.5%
0.19%
+6.7%
Q4 2022$2,963,083
+6.5%
16,144
-0.8%
0.18%
-4.8%
Q3 2022$2,781,000
-1.2%
16,272
+1.9%
0.19%
-0.5%
Q2 2022$2,814,000
-11.1%
15,974
+7.2%
0.19%
-1.6%
Q1 2022$3,167,000
-5.6%
14,900
+0.4%
0.19%
-8.1%
Q4 2021$3,354,000
+8.8%
14,841
+5.3%
0.21%
-0.5%
Q3 2021$3,082,000
+15.7%
14,100
+19.3%
0.21%
+9.4%
Q2 2021$2,663,000
-17.2%
11,821
-21.4%
0.19%
-30.2%
Q1 2021$3,218,000
+17.1%
15,034
+6.6%
0.28%
+11.3%
Q4 2020$2,747,000
-2.2%
14,109
-28.8%
0.25%
+29.3%
Q3 2020$2,808,000
+203.6%
19,809
+211.9%
0.19%
+59.2%
Q2 2020$925,000
+29.4%
6,351
+2.5%
0.12%
-4.0%
Q1 2020$715,000
-24.4%
6,197
+8.5%
0.12%
+4.2%
Q4 2019$946,000
+29.1%
5,710
+19.9%
0.12%
+0.8%
Q3 2019$733,000
-18.4%
4,762
-16.9%
0.12%
-32.8%
Q2 2019$898,000
+88.3%
5,730
+58.5%
0.18%
+46.3%
Q4 2018$477,000
+103.0%
3,616
+150.2%
0.12%
+227.0%
Q3 2018$235,000
-14.5%
1,445
-22.5%
0.04%
-38.3%
Q4 2017$275,000
+15.5%
1,864
+10.6%
0.06%
+7.1%
Q3 2017$238,0001,6850.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders