Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BAM
Belpointe Asset Management’s
Vanguard FTSE Pacific ETF
VPL
Stock Holding History
Belpointe Asset Management’s Portfolio
VPL Stock Details
VPL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$253K
Sell
2,591
-4,127
-61%
-$412K
0.01%
919
2025
Q4
$607K
Sell
6,718
-1,362
-17%
-$123K
0.02%
596
2025
Q3
$710K
Buy
8,080
+1,831
+29%
+$156K
0.03%
516
2025
Q2
$514K
Sell
6,249
-1,416
-18%
-$108K
0.02%
564
2025
Q1
$555K
Sell
7,665
-5,983
-44%
-$438K
0.03%
532
2024
Q4
$1.06M
Buy
13,648
+170
+1%
+$12.7K
0.06%
298
2024
Q3
$1.06M
Buy
13,478
+2,750
+26%
+$208K
0.06%
297
2024
Q2
$796K
Buy
10,728
+50
+0.5%
+$3.7K
0.06%
328
2024
Q1
$812K
Buy
10,678
+298
+3%
+$21.8K
0.06%
324
2023
Q4
$748K
Buy
10,380
+7,332
+241%
+$498K
0.07%
270
2023
Q3
$204K
Sell
3,048
-6,523
-68%
-$453K
0.02%
597
2023
Q2
$667K
Buy
9,571
+6,536
+215%
+$451K
0.07%
252
2023
Q1
$206K
Buy
3,035
+803
+36%
+$53.9K
0.01%
919
2022
Q4
$144K
Sell
2,232
-28
-1%
-$1.75K
0.01%
1044
2022
Q3
$129K
Buy
+2,260
New
+$144K
0.01%
1033
2022
Q2
–
Sell
-7,258
Closed
-$537K
–
1278
2022
Q1
$537K
Buy
7,258
+2,532
+54%
+$189K
0.03%
522
2021
Q4
$368K
Buy
4,726
+90
+2%
+$7.19K
0.02%
628
2021
Q3
$375K
Buy
4,636
+1,459
+46%
+$120K
0.03%
603
2021
Q2
$261K
Sell
3,177
-421
-12%
-$34.9K
0.02%
723
2021
Q1
$294K
Buy
3,598
+1,380
+62%
+$113K
0.03%
608
2020
Q4
$177K
Buy
+2,218
New
+$163K
0.02%
736
Other funds holding VPL
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
EPM
Elm Partners Management
Philadelphia, Pennsylvania
$2.31B AUM
16.02%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
FTUS
Flow Traders U.S.
New York
$3.16B AUM
19.52%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
G
GenTrust
Miami, Florida
$2.34B AUM
18.43%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close