Belpointe Asset Management’s Vanguard US Multifactor ETF VFMF Stock Holding History

Belpointe Asset Management’s Portfolio VFMF Stock Details VFMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,370	Closed	-$133K	–	1181
2021 Q1	$133K	Hold	1,370	–	–	0.01%	897
2020 Q4	$115K	Buy	+1,370	New	+$107K	0.01%	904
2020 Q3	–	Sell	-1,493	Closed	-$101K	–	826
2020 Q2	$101K	Sell	1,493 -819	-35%	-$52K	0.01%	728
2020 Q1	$131K	Sell	2,312 -48	-2%	-$3.5K	0.02%	539
2019 Q4	$192K	Buy	+2,360	New	+$185K	0.02%	552

Other funds holding VFMF

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PIFP

Partners in Financial Planning Salem, Virginia $603M AUM 12.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $719M AUM 20.03% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return

Belpointe Asset Management's VFMF Position: Q2 2021 in Review

Belpointe Asset Management sold out of Vanguard US Multifactor ETF (VFMF) in Q2 2021, closing a stake of 1,370 shares — an estimated $133K sold.

Belpointe Asset Management first reported a position in VFMF in Q4 2019 and held it in 5 quarters. The position peaked at $192K in Q4 2019. 29 funds tracked by Wall St. Rank hold VFMF as of Q2 2021.

Belpointe Asset Management reported no remaining Vanguard US Multifactor ETF position as of Q2 2021 after selling out during the quarter.
Belpointe Asset Management sold 1,370 Vanguard US Multifactor ETF shares in Q2 2021, an estimated $133K.
Belpointe Asset Management first reported a position in Vanguard US Multifactor ETF in Q4 2019 and held it in 5 quarters.
Belpointe Asset Management's Vanguard US Multifactor ETF position peaked at $192K in Q4 2019.
29 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2021.

Based on Belpointe Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.