Belpointe Asset Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1M	Buy	5,061 +263	+5%	+$50.9K	0.03%	497
2026 Q1	$884K	Sell	4,798 -1,537	-24%	-$287K	0.03%	503
2025 Q4	$1.12M	Sell	6,335 -19	-0.3%	-$3.33K	0.04%	382
2025 Q3	$1.11M	Buy	6,354 +963	+18%	+$164K	0.04%	372
2025 Q2	$887K	Sell	5,391 -3,672	-41%	-$581K	0.04%	397
2025 Q1	$1.45M	Buy	9,063 +7,795	+615%	+$1.27M	0.08%	251
2024 Q4	$208K	Buy	+1,268	New	+$214K	0.01%	794
2023 Q2	–	Sell	-3,475	Closed	-$466K	–	3312
2023 Q1	$466K	Sell	3,475 -738	-18%	-$102K	0.03%	589
2022 Q4	$570K	Buy	4,213 +1,339	+47%	+$180K	0.03%	479
2022 Q3	$350K	Sell	2,874 -784	-21%	-$106K	0.02%	640
2022 Q2	$473K	Sell	3,658 -953	-21%	-$135K	0.03%	510
2022 Q1	$690K	Sell	4,611 -3,438	-43%	-$506K	0.04%	431
2021 Q4	$1.21M	Sell	8,049 -475	-6%	-$69.8K	0.08%	265
2021 Q3	$1.19M	Sell	8,524 -4,040	-32%	-$574K	0.08%	270
2021 Q2	$1.77M	Sell	12,564 -1,398	-10%	-$198K	0.13%	175
2021 Q1	$1.88M	Buy	13,962 +12,838	+1,142%	+$1.64M	0.16%	140
2020 Q4	$133K	Buy	1,124 +42	+4%	+$4.71K	0.01%	845
2020 Q3	$110K	Sell	1,082 -15	-1%	-$1.52K	0.01%	745
2020 Q2	$105K	Buy	+1,097	New	+$101K	0.01%	715
2020 Q1	–	Sell	-1,604	Closed	-$191K	–	794
2019 Q4	$191K	Buy	1,604 +617	+63%	+$71.1K	0.02%	555
2019 Q3	$112K	Buy	+987	New	+$110K	0.02%	638
2019 Q1	–	Sell	-2,265	Closed	-$216K	–	581
2018 Q4	$216K	Buy	2,265 +178	+9%	+$18.7K	0.05%	331
2018 Q3	$236K	Buy	+2,087	New	+$237K	0.04%	413

Other funds holding VOE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

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

Belpointe Asset Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.5% in Q2 2026, buying an estimated $50.9K and bringing the position to 5,061 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #497.

Belpointe Asset Management first reported a position in VOE in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.88M in Q1 2021. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Belpointe Asset Management held 5,061 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1M as of Q2 2026.
Belpointe Asset Management bought 263 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $50.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #497 holding.
Belpointe Asset Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2018 and has held it in 23 quarters since.
Belpointe Asset Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.88M in Q1 2021.
624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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