Belpointe Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.11M	Sell	35,779 -19,631	-35%	-$1.16M	0.07%	262
2026 Q1	$3.3M	Buy	55,410 +5,571	+11%	+$334K	0.12%	157
2025 Q4	$2.99M	Buy	49,839 +25,288	+103%	+$1.52M	0.11%	162
2025 Q3	$1.47M	Sell	24,551 -2,633	-10%	-$157K	0.06%	292
2025 Q2	$1.63M	Buy	27,184 +11,012	+68%	+$652K	0.07%	239
2025 Q1	$961K	Sell	16,172 -846	-5%	-$49.5K	0.05%	342
2024 Q4	$1.02M	Sell	17,018 -5	-0%	-$294	0.06%	308
2024 Q3	$1.03M	Buy	17,023 +165	+1%	+$9.85K	0.06%	306
2024 Q2	$982K	Sell	16,858 -4,712	-22%	-$272K	0.07%	277
2024 Q1	$1.26M	Buy	+21,570	New	+$1.27M	0.09%	211
2023 Q3	–	Sell	-3,735	Closed	-$219K	–	718
2023 Q2	$219K	Sell	3,735 -555	-13%	-$33.1K	0.02%	547
2023 Q1	$257K	Buy	4,290 +2,010	+88%	+$119K	0.01%	820
2022 Q4	$133K	Sell	2,280 -4,058	-64%	-$237K	0.01%	1083
2022 Q3	$370K	Buy	6,338 +3,323	+110%	+$201K	0.03%	616
2022 Q2	$185K	Sell	3,015 -2,983	-50%	-$183K	0.01%	857
2022 Q1	$378K	Sell	5,998 -12,914	-68%	-$835K	0.02%	633
2021 Q4	$1.26M	Buy	18,912 +884	+5%	+$59.2K	0.08%	256
2021 Q3	$1.22M	Sell	18,028 -3,586	-17%	-$244K	0.08%	259
2021 Q2	$1.47M	Buy	21,614 +19,347	+853%	+$1.31M	0.11%	210
2021 Q1	$152K	Buy	2,267 +708	+45%	+$48.4K	0.01%	848
2020 Q4	$108K	Sell	1,559 -3,316	-68%	-$232K	0.01%	925
2020 Q3	$344K	Buy	+4,875	New	+$344K	0.04%	398
2019 Q3	–	Sell	-1,598	Closed	-$105K	–	715
2019 Q2	$105K	Buy	+1,598	New	+$103K	0.02%	590
2018 Q1	–	Sell	-27,611	Closed	-$1.76M	–	486
2017 Q4	$1.76M	Sell	27,611 -8,853	-24%	-$569K	0.39%	50
2017 Q3	$2.36M	Buy	+36,464	New	+$2.37M	0.55%	32

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Belpointe Asset Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 35% in Q2 2026, selling an estimated $1.16M and leaving 35,779 shares worth $2.11M. The position accounts for 0.07% of the portfolio, ranked #262.

Belpointe Asset Management first reported a position in VGIT in Q3 2017 and has held it in 25 quarters since. The position peaked at $3.3M in Q1 2026. 978 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Belpointe Asset Management held 35,779 shares of Vanguard Intermediate-Term Treasury ETF worth $2.11M as of Q2 2026.
Belpointe Asset Management sold 19,631 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.16M.
Vanguard Intermediate-Term Treasury ETF made up 0.07% of Belpointe Asset Management's portfolio in Q2 2026, its #262 holding.
Belpointe Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2017 and has held it in 25 quarters since.
Belpointe Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $3.3M in Q1 2026.
978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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