Belpointe Asset Management
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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
Q3 		$2.95M Sell
22,905
-5,163
-18% -$650K 0.08% 251
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 		$9.9M 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Belpointe Asset Management's VONG Position: Q3 2026 in Review

Belpointe Asset Management reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 18% in Q3 2026, selling an estimated $650K and leaving 22,905 shares worth $2.95M. The position accounts for 0.08% of the portfolio, ranked #251.

Belpointe Asset Management first reported a position in VONG in Q2 2020 and has held it in 22 quarters since. The position peaked at $9.9M in Q3 2025. 673 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Belpointe Asset Management held 22,905 shares of Vanguard Russell 1000 Growth ETF worth $2.95M as of Q3 2026.
  • Belpointe Asset Management sold 5,163 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $650K.
  • Vanguard Russell 1000 Growth ETF made up 0.08% of Belpointe Asset Management's portfolio in Q3 2026, its #251 holding.
  • Belpointe Asset Management first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2020 and has held it in 22 quarters since.
  • Belpointe Asset Management's Vanguard Russell 1000 Growth ETF position peaked at $9.9M in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.