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Belpointe Asset Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Belpointe Asset Management’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.59M Sell
28,068
-10,074
-26% -$1.25M 0.12% 161
2026
Q1 		$4.18M Sell
38,142
-35,711
-48% -$4.17M 0.15% 116
2025
Q4 		$8.99M Sell
73,853
-8,212
-10% -$1M 0.32% 54
2025
Q3 		$9.89M Buy
82,065
+32,367
+65% +$3.71M 0.38% 51
2025
Q2 		$5.43M Buy
49,698
+16,031
+48% +$1.58M 0.23% 75
2025
Q1 		$3.13M Buy
33,667
+21,028
+166% +$2.14M 0.16% 119
2024
Q4 		$1.2M Sell
12,639
-3,907
-24% -$396K 0.07% 270
2024
Q3 		$1.6M Buy
16,546
+7,933
+92% +$740K 0.1% 209
2024
Q2 		$808K Buy
8,613
+1,095
+15% +$96.2K 0.06% 323
2024
Q1 		$652K Buy
+7,518
New +$624K 0.05% 374
2023
Q2 		– Sell
-8,222
Closed -$517K – 3313
2023
Q1 		$517K Sell
8,222
-40,477
-83% -$2.4M 0.03% 550
2022
Q4 		$2.68M Buy
48,699
+46,763
+2,415% +$2.65M 0.16% 122
2022
Q3 		$105K Sell
1,936
-111
-5% -$6.71K 0.01% 1134
2022
Q2 		$115K Buy
2,047
+634
+45% +$39.2K 0.01% 1055
2022
Q1 		$101K Sell
1,413
-47
-3% -$3.3K 0.01% 1213
2021
Q4 		$114K Sell
1,460
-214
-13% -$16.3K 0.01% 1141
2021
Q3 		$118K Sell
1,674
-513
-23% -$37.3K 0.01% 1084
2021
Q2 		$153K Buy
+2,187
New +$145K 0.01% 943
2021
Q1 		– Sell
-2,076
Closed -$129K – 1079
2020
Q4 		$129K Buy
2,076
+228
+12% +$13.4K 0.01% 859
2020
Q3 		$103K Sell
1,848
-1,748
-49% -$94.7K 0.01% 767
2020
Q2 		$177K Buy
+3,596
New +$163K 0.02% 559

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

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

Belpointe Asset Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 26% in Q2 2026, selling an estimated $1.25M and leaving 28,068 shares worth $3.59M. The position accounts for 0.12% of the portfolio, ranked #161.

Belpointe Asset Management first reported a position in VONG in Q2 2020 and has held it in 21 quarters since. The position peaked at $9.89M in Q3 2025. 447 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Belpointe Asset Management held 28,068 shares of Vanguard Russell 1000 Growth ETF worth $3.59M as of Q2 2026.
  • Belpointe Asset Management sold 10,074 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.25M.
  • Vanguard Russell 1000 Growth ETF made up 0.12% of Belpointe Asset Management's portfolio in Q2 2026, its #161 holding.
  • Belpointe Asset Management first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2020 and has held it in 21 quarters since.
  • Belpointe Asset Management's Vanguard Russell 1000 Growth ETF position peaked at $9.89M in Q3 2025.
  • 447 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

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