Belpointe Asset Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$283K	Sell	1,285 -9	-0.7%	-$2.03K	0.01%	939
2026 Q2	$284K	Sell	1,294 -3,317	-72%	-$716K	0.01%	917
2026 Q1	$940K	Sell	4,611 -122	-3%	-$25.5K	0.03%	475
2025 Q4	$970K	Buy	4,733 +241	+5%	+$48.8K	0.04%	449
2025 Q3	$896K	Buy	4,492 +187	+4%	+$36.3K	0.03%	444
2025 Q2	$812K	Buy	4,305 +1,867	+77%	+$336K	0.03%	422
2025 Q1	$449K	Buy	2,438 +1,182	+94%	+$221K	0.02%	598
2024 Q4	$238K	Sell	1,256 -5	-0.4%	-$959	0.01%	739
2024 Q3	$240K	Buy	+1,261	New	+$232K	0.01%	736
2023 Q2	–	Sell	-1,505	Closed	-$221K	–	3316
2023 Q1	$221K	Hold	1,505	–	–	0.01%	886
2022 Q4	$211K	Hold	1,505	–	–	0.01%	877
2022 Q3	$187K	Buy	1,505 +4	+0.3%	+$548	0.01%	871
2022 Q2	$199K	Hold	1,501	–	–	0.01%	827
2022 Q1	$226K	Hold	1,501	–	–	0.01%	859
2021 Q4	$227K	Buy	1,501 +1	+0.1%	+$147	0.01%	847
2021 Q3	$211K	Hold	1,500	–	–	0.01%	831
2021 Q2	$214K	Buy	+1,500	New	+$214K	0.02%	815

Other funds holding VOOV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Belpointe Asset Management reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 0.7% in Q3 2026, selling an estimated $2.03K and leaving 1,285 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #939.

Belpointe Asset Management first reported a position in VOOV in Q2 2021 and has held it in 17 quarters since. The position peaked at $970K in Q4 2025. 409 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

Belpointe Asset Management held 1,285 shares of Vanguard S&P 500 Value ETF worth $283K as of Q3 2026.
Belpointe Asset Management sold 9 Vanguard S&P 500 Value ETF shares in Q3 2026, an estimated $2.03K.
Vanguard S&P 500 Value ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #939 holding.
Belpointe Asset Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2021 and has held it in 17 quarters since.
Belpointe Asset Management's Vanguard S&P 500 Value ETF position peaked at $970K in Q4 2025.
409 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

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