Belpointe Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.3M | Sell |
43,372
-39
| -0.1% | -$11.3K | 0.43% | 41 |
|
|
2026
Q1 | $11.2M | Sell |
43,411
-3,496
| -7% | -$959K | 0.41% | 48 |
|
|
2025
Q4 | $13.1M | Sell |
46,907
-22,017
| -32% | -$6.3M | 0.47% | 43 |
|
|
2025
Q3 | $20.2M | Buy |
68,924
+7,954
| +13% | +$2.29M | 0.77% | 22 |
|
|
2025
Q2 | $17.3M | Buy |
60,970
+50,210
| +467% | +$12.9M | 0.72% | 26 |
|
|
2025
Q1 | $2.63M | Buy |
10,760
+5,683
| +112% | +$1.48M | 0.14% | 142 |
|
|
2024
Q4 | $1.21M | Buy |
5,077
+850
| +20% | +$219K | 0.07% | 267 |
|
|
2024
Q3 | $1.03M | Buy |
4,227
+185
| +5% | +$43.1K | 0.06% | 304 |
|
|
2024
Q2 | $928K | Buy |
4,042
+939
| +30% | +$215K | 0.06% | 291 |
|
|
2024
Q1 | $732K | Buy |
3,103
+111
| +4% | +$24.9K | 0.05% | 348 |
|
|
2023
Q4 | $657K | Buy |
+2,992
| New | +$598K | 0.06% | 296 |
|
|
2023
Q2 | – | Sell |
-1,677
| Closed | -$327K | – | 3317 |
|
|
2023
Q1 | $327K | Sell |
1,677
-41
| -2% | -$7.85K | 0.02% | 710 |
|
|
2022
Q4 | $309K | Buy |
1,718
+569
| +50% | +$103K | 0.02% | 719 |
|
|
2022
Q3 | $196K | Buy |
1,149
+3
| +0.3% | +$568 | 0.01% | 848 |
|
|
2022
Q2 | $201K | Sell |
1,146
-114
| -9% | -$22.1K | 0.01% | 823 |
|
|
2022
Q1 | $281K | Sell |
1,260
-891
| -41% | -$197K | 0.02% | 760 |
|
|
2021
Q4 | $548K | Buy |
2,151
+74
| +4% | +$18.7K | 0.03% | 489 |
|
|
2021
Q3 | $491K | Buy |
2,077
+828
| +66% | +$200K | 0.03% | 512 |
|
|
2021
Q2 | $295K | Buy |
1,249
+418
| +50% | +$93.7K | 0.02% | 677 |
|
|
2021
Q1 | $179K | Buy |
831
+135
| +19% | +$29.3K | 0.02% | 799 |
|
|
2020
Q4 | $148K | Sell |
696
-201
| -22% | -$39.6K | 0.01% | 806 |
|
|
2020
Q3 | $162K | Buy |
897
+256
| +40% | +$45.1K | 0.02% | 616 |
|
|
2020
Q2 | $106K | Buy |
+641
| New | +$96.9K | 0.01% | 709 |
|
|
2020
Q1 | – | Sell |
-798
| Closed | -$127K | – | 796 |
|
|
2019
Q4 | $127K | Sell |
798
-219
| -22% | -$33.4K | 0.02% | 693 |
|
|
2019
Q3 | $151K | Sell |
1,017
-263
| -21% | -$39.4K | 0.02% | 556 |
|
|
2019
Q2 | $191K | Buy |
+1,280
| New | +$187K | 0.04% | 426 |
|
|
2019
Q1 | – | Sell |
-3,197
| Closed | -$383K | – | 583 |
|
|
2018
Q4 | $383K | Sell |
3,197
-319
| -9% | -$41K | 0.1% | 227 |
|
|
2018
Q3 | $501K | Buy |
3,516
+580
| +20% | +$81.2K | 0.08% | 264 |
|
|
2018
Q2 | $395K | Hold |
2,936
| – | – | 0.11% | 211 |
|
|
2018
Q1 | $381K | Sell |
2,936
-96
| -3% | -$12.6K | 0.11% | 211 |
|
|
2017
Q4 | $387K | Sell |
3,032
-95
| -3% | -$11.9K | 0.08% | 286 |
|
|
2017
Q3 | $381K | Buy |
+3,127
| New | +$373K | 0.09% | 264 |
|
Other funds holding VOT
TI
SGAM
AWM
OWM
EFG
FFA
KAS
Belpointe Asset Management's VOT Position: Q2 2026 in Review
Belpointe Asset Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.09% in Q2 2026, selling an estimated $11.3K and leaving 43,372 shares worth $13.3M. The position accounts for 0.43% of the portfolio, ranked #41.
Belpointe Asset Management first reported a position in VOT in Q3 2017 and has held it in 32 quarters since. The position peaked at $20.2M in Q3 2025. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Belpointe Asset Management held 43,372 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.3M as of Q2 2026.
- Belpointe Asset Management sold 39 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $11.3K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.43% of Belpointe Asset Management's portfolio in Q2 2026, its #41 holding.
- Belpointe Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and has held it in 32 quarters since.
- Belpointe Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $20.2M in Q3 2025.
- 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.