Belpointe Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.21M	Buy	14,919 +1,219	+9%	+$272K	0.12%	164
2025 Q4	$3.01M	Buy	13,700 +1,764	+15%	+$385K	0.11%	160
2025 Q3	$2.58M	Sell	11,936 -585	-5%	-$123K	0.1%	173
2025 Q2	$2.56M	Buy	12,521 +1,269	+11%	+$246K	0.11%	169
2025 Q1	$2.18M	Sell	11,252 -1,754	-13%	-$349K	0.11%	162
2024 Q4	$2.55M	Buy	13,006 +55	+0.4%	+$11K	0.15%	131
2024 Q3	$2.57M	Buy	12,951 +247	+2%	+$47K	0.15%	133
2024 Q2	$2.32M	Sell	12,704 -1,195	-9%	-$215K	0.16%	122
2024 Q1	$2.54M	Sell	13,899 -734	-5%	-$129K	0.19%	113
2023 Q4	$2.49M	Buy	14,633 +4	+0%	+$644	0.22%	85
2023 Q3	$2.27M	Sell	14,629 -1,147	-7%	-$186K	0.24%	81
2023 Q2	$2.56M	Sell	15,776 -6,022	-28%	-$943K	0.27%	76
2023 Q1	$3.36M	Sell	21,798 -3,753	-15%	-$575K	0.18%	107
2022 Q4	$3.88M	Sell	25,551 -15,843	-38%	-$2.36M	0.23%	79
2022 Q3	$5.59M	Buy	41,394 +1,775	+4%	+$264K	0.38%	47
2022 Q2	$5.68M	Buy	39,619 +23,648	+148%	+$3.6M	0.38%	43
2022 Q1	$2.59M	Sell	15,971 -1,299	-8%	-$210K	0.16%	133
2021 Q4	$2.97M	Buy	17,270 +740	+4%	+$122K	0.18%	112
2021 Q3	$2.54M	Sell	16,530 -817	-5%	-$130K	0.17%	122
2021 Q2	$2.69M	Sell	17,347 -7	-0%	-$1.07K	0.19%	110
2021 Q1	$2.55M	Buy	17,354 +2,022	+13%	+$288K	0.22%	92
2020 Q4	$2.16M	Buy	15,332 +635	+4%	+$86.1K	0.19%	108
2020 Q3	$1.89M	Buy	14,697 +194	+1%	+$24.4K	0.21%	104
2020 Q2	$1.7M	Sell	14,503 -1,473	-9%	-$168K	0.22%	94
2020 Q1	$1.65M	Sell	15,976 -21,668	-58%	-$2.59M	0.29%	78
2019 Q4	$4.69M	Buy	37,644 +24,026	+176%	+$2.91M	0.6%	30
2019 Q3	$1.63M	Sell	13,618 -171	-1%	-$20.2K	0.26%	94
2019 Q2	$1.59M	Sell	13,789 -1,681	-11%	-$189K	0.31%	73
2019 Q1	$1.7M	Buy	15,470 +4,614	+43%	+$486K	0.33%	52
2018 Q4	$1.06M	Sell	10,856 -4,367	-29%	-$455K	0.27%	75
2018 Q3	$1.69M	Buy	15,223 +5,234	+52%	+$563K	0.27%	71
2018 Q2	$1.01M	Sell	9,989 -195	-2%	-$19.9K	0.28%	67
2018 Q1	$1.03M	Sell	10,184 -6,547	-39%	-$679K	0.3%	60
2017 Q4	$1.71M	Sell	16,731 -2,276	-12%	-$224K	0.37%	52
2017 Q3	$1.8M	Buy	+19,007	New	+$1.77M	0.42%	47

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belpointe Asset Management's VIG Position: Q1 2026 in Review

Belpointe Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.9% in Q1 2026, buying an estimated $272K and bringing the position to 14,919 shares worth $3.21M. The position accounts for 0.12% of the portfolio, ranked #164.

Belpointe Asset Management first reported a position in VIG in Q3 2017 and has held it in 35 quarters since. The position peaked at $5.68M in Q2 2022. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Belpointe Asset Management held 14,919 shares of Vanguard Dividend Appreciation ETF worth $3.21M as of Q1 2026.
Belpointe Asset Management bought 1,219 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $272K.
Vanguard Dividend Appreciation ETF made up 0.12% of Belpointe Asset Management's portfolio in Q1 2026, its #164 holding.
Belpointe Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and has held it in 35 quarters since.
Belpointe Asset Management's Vanguard Dividend Appreciation ETF position peaked at $5.68M in Q2 2022.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.