Belpointe Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,947,160
-11.2%
23,289
-7.9%
0.51%
-13.1%
Q2 2023$5,570,907
-78.9%
25,289
-80.8%
0.59%
-58.7%
Q1 2023$26,403,320
+4.8%
131,774
+0.0%
1.43%
-6.3%
Q4 2022$25,190,412
+3.1%
131,756
-4.3%
1.52%
-7.9%
Q3 2022$24,442,000
-4.7%
137,667
+1.3%
1.65%
-3.9%
Q2 2022$25,637,000
+1.5%
135,924
+22.6%
1.72%
+12.4%
Q1 2022$25,246,000
-18.7%
110,892
-13.8%
1.53%
-21.0%
Q4 2021$31,071,000
+10.5%
128,690
+1.7%
1.94%
+1.1%
Q3 2021$28,106,000
+15.0%
126,568
+15.4%
1.92%
+8.9%
Q2 2021$24,441,000
+18.2%
109,690
+9.7%
1.76%
-0.6%
Q1 2021$20,669,000
+11.5%
100,005
+5.0%
1.77%
+6.4%
Q4 2020$18,530,000
-32.5%
95,201
-48.2%
1.66%
-11.0%
Q3 2020$27,463,000
+96.9%
183,900
+106.3%
1.87%
+3.5%
Q2 2020$13,951,000
+16.2%
89,125
-4.3%
1.81%
-14.2%
Q1 2020$12,011,000
-14.1%
93,170
+9.1%
2.10%
+18.6%
Q4 2019$13,979,000
+23.2%
85,433
+13.7%
1.77%
-3.3%
Q3 2019$11,348,000
+8.9%
75,149
+8.3%
1.84%
-10.4%
Q2 2019$10,417,000
-21.0%
69,403
-27.5%
2.05%
-20.4%
Q1 2019$13,180,000
+159.7%
95,752
+140.7%
2.57%
+100.2%
Q4 2018$5,076,000
-56.3%
39,774
-48.8%
1.29%
-30.1%
Q3 2018$11,628,000
+52.2%
77,700
+42.8%
1.84%
-13.8%
Q2 2018$7,639,000
+0.1%
54,395
-3.3%
2.13%
-4.1%
Q1 2018$7,635,000
-2.3%
56,253
-1.2%
2.23%
+30.0%
Q4 2017$7,817,000
+9.6%
56,952
+3.4%
1.71%
+2.6%
Q3 2017$7,134,00055,0781.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders