Belpointe Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2M	Sell	64,804 -327	-0.5%	-$49.9K	0.33%	54
2026 Q1	$9.01M	Buy	65,131 +1,836	+3%	+$264K	0.33%	55
2025 Q4	$8.93M	Buy	63,295 +1,664	+3%	+$233K	0.32%	55
2025 Q3	$8.49M	Buy	61,631 +1,327	+2%	+$176K	0.32%	59
2025 Q2	$7.75M	Buy	60,304 +5,272	+10%	+$631K	0.32%	57
2025 Q1	$6.38M	Buy	55,032 +1,770	+3%	+$212K	0.33%	53
2024 Q4	$6.26M	Sell	53,262 -131	-0.2%	-$15.7K	0.38%	48
2024 Q3	$6.39M	Sell	53,393 -5,051	-9%	-$581K	0.38%	47
2024 Q2	$6.58M	Sell	58,444 -1,259	-2%	-$139K	0.46%	36
2024 Q1	$6.6M	Buy	59,703 +3,173	+6%	+$336K	0.49%	34
2023 Q4	$5.82M	Buy	56,530 +13,543	+32%	+$1.3M	0.51%	32
2023 Q3	$4.01M	Buy	42,987 +1,170	+3%	+$114K	0.41%	43
2023 Q2	$4.06M	Buy	41,817 +33,353	+394%	+$3.13M	0.43%	43
2023 Q1	$779K	Buy	8,464 +1,850	+28%	+$168K	0.04%	406
2022 Q4	$570K	Sell	6,614 -205	-3%	-$17.5K	0.03%	478
2022 Q3	$538K	Sell	6,819 -590	-8%	-$51.8K	0.04%	479
2022 Q2	$632K	Sell	7,409 -1,694	-19%	-$157K	0.04%	406
2022 Q1	$922K	Sell	9,103 -10,098	-53%	-$1.02M	0.06%	362
2021 Q4	$2.06M	Buy	19,201 +12,344	+180%	+$1.31M	0.13%	157
2021 Q3	$698K	Buy	6,857 +558	+9%	+$58.5K	0.05%	414
2021 Q2	$653K	Sell	6,299 -862	-12%	-$87.9K	0.05%	410
2021 Q1	$696K	Sell	7,161 -741	-9%	-$71.3K	0.06%	328
2020 Q4	$732K	Sell	7,902 -3,600	-31%	-$312K	0.07%	322
2020 Q3	$928K	Sell	11,502 -3,268	-22%	-$262K	0.1%	219
2020 Q2	$1.1M	Buy	14,770 +9,512	+181%	+$670K	0.14%	154
2020 Q1	$330K	Buy	5,258 +613	+13%	+$46.2K	0.06%	321
2019 Q4	$376K	Buy	4,645 +1,785	+62%	+$139K	0.05%	383
2019 Q3	$214K	Hold	2,860	–	–	0.03%	460
2019 Q2	$215K	Buy	+2,860	New	+$212K	0.04%	397
2019 Q1	–	Sell	-2,750	Closed	-$180K	–	584
2018 Q4	$180K	Sell	2,750 -4,254	-61%	-$298K	0.05%	356
2018 Q3	$531K	Buy	+7,004	New	+$527K	0.08%	249
2018 Q1	–	Sell	-6,742	Closed	-$501K	–	490
2017 Q4	$501K	Buy	6,742 +3,668	+119%	+$267K	0.11%	214
2017 Q3	$217K	Buy	+3,074	New	+$213K	0.05%	381

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Belpointe Asset Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.5% in Q2 2026, selling an estimated $49.9K and leaving 64,804 shares worth $10.2M. The position accounts for 0.33% of the portfolio, ranked #54.

Belpointe Asset Management first reported a position in VT in Q3 2017 and has held it in 33 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Belpointe Asset Management held 64,804 shares of Vanguard Total World Stock ETF worth $10.2M as of Q2 2026.
Belpointe Asset Management sold 327 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $49.9K.
Vanguard Total World Stock ETF made up 0.33% of Belpointe Asset Management's portfolio in Q2 2026, its #54 holding.
Belpointe Asset Management first reported a position in Vanguard Total World Stock ETF in Q3 2017 and has held it in 33 quarters since.
631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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