Belpointe Asset Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,658	Closed	-$887K	–	1239
2026 Q1	$887K	Sell	6,658 -2,826	-30%	-$382K	0.03%	501
2025 Q4	$1.24M	Buy	9,484 +4,249	+81%	+$554K	0.04%	352
2025 Q3	$687K	Buy	+5,235	New	+$678K	0.03%	524
2023 Q2	–	Sell	-153	Closed	-$15.1K	–	3280
2023 Q1	$15.1K	Hold	153	–	–	﹤0.01%	2469
2022 Q4	$15.1K	Buy	+153	New	+$14.9K	﹤0.01%	2392

Other funds holding VFMV

AHC

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $432M AUM

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

GJIA

Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return

Belpointe Asset Management's VFMV Position: Q2 2026 in Review

Belpointe Asset Management sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q2 2026, closing a stake of 6,658 shares — an estimated $887K sold.

Belpointe Asset Management first reported a position in VFMV in Q4 2022 and held it in 5 quarters. The position peaked at $1.24M in Q4 2025. 35 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

Belpointe Asset Management reported no remaining Vanguard US Minimum Volatility ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 6,658 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $887K.
Belpointe Asset Management first reported a position in Vanguard US Minimum Volatility ETF in Q4 2022 and held it in 5 quarters.
Belpointe Asset Management's Vanguard US Minimum Volatility ETF position peaked at $1.24M in Q4 2025.
35 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.