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Belpointe Asset Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Belpointe Asset Management’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-218
Closed -$19.4K – 3289
2023
Q1 		$19.4K Hold
218
– – ﹤0.01% 2324
2022
Q4 		$18.9K Buy
+218
New +$19.3K ﹤0.01% 2223

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Belpointe Asset Management's VIOO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2023, closing a stake of 218 shares — an estimated $19.4K sold.

Belpointe Asset Management first reported a position in VIOO in Q4 2022 and held it in 2 quarters. The position peaked at $19.4K in Q1 2023. 249 funds tracked by Wall St. Rank hold VIOO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 218 Vanguard S&P Small-Cap 600 ETF shares in Q2 2023, an estimated $19.4K.
  • Belpointe Asset Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Vanguard S&P Small-Cap 600 ETF position peaked at $19.4K in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.