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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Belpointe Asset Management reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 72% in Q2 2026, selling an estimated $716K and leaving 1,294 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #917.

Belpointe Asset Management first reported a position in VOOV in Q2 2021 and has held it in 16 quarters since. The position peaked at $970K in Q4 2025. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Belpointe Asset Management held 1,294 shares of Vanguard S&P 500 Value ETF worth $284K as of Q2 2026.
Belpointe Asset Management sold 3,317 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $716K.
Vanguard S&P 500 Value ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #917 holding.
Belpointe Asset Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2021 and has held it in 16 quarters since.
Belpointe Asset Management's Vanguard S&P 500 Value ETF position peaked at $970K in Q4 2025.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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