Belpointe Asset Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$375K	Hold	1,132	–	–	0.01%	823
2026 Q1	$326K	Hold	1,132	–	–	0.01%	831
2025 Q4	$340K	Hold	1,132	–	–	0.01%	790
2025 Q3	$333K	Hold	1,132	–	–	0.01%	762
2025 Q2	$309K	Hold	1,132	–	–	0.01%	745
2025 Q1	$279K	Hold	1,132	–	–	0.01%	749
2024 Q4	$283K	Hold	1,132	–	–	0.02%	679
2024 Q3	$287K	Hold	1,132	–	–	0.02%	676
2024 Q2	$271K	Hold	1,132	–	–	0.02%	622
2024 Q1	$264K	Hold	1,132	–	–	0.02%	649
2023 Q4	$241K	Hold	1,132	–	–	0.02%	608
2023 Q3	$216K	Hold	1,132	–	–	0.02%	577
2023 Q2	$224K	Sell	1,132 -795	-41%	-$149K	0.02%	543
2023 Q1	$353K	Hold	1,927	–	–	0.02%	683
2022 Q4	$331K	Hold	1,927	–	–	0.02%	694
2022 Q3	$310K	Hold	1,927	–	–	0.02%	676
2022 Q2	$326K	Buy	1,927 +795	+70%	+$146K	0.02%	644
2022 Q1	$231K	Hold	1,132	–	–	0.01%	851
2021 Q4	$244K	Hold	1,132	–	–	0.02%	815
2021 Q3	$224K	Hold	1,132	–	–	0.02%	809
2021 Q2	$225K	Hold	1,132	–	–	0.02%	794
2021 Q1	$209K	Hold	1,132	–	–	0.02%	737
2020 Q4	$197K	Hold	1,132	–	–	0.02%	698
2020 Q3	$172K	Hold	1,132	–	–	0.02%	600
2020 Q2	$158K	Hold	1,132	–	–	0.02%	597
2020 Q1	$130K	Hold	1,132	–	–	0.02%	542
2019 Q4	$166K	Hold	1,132	–	–	0.02%	601
2019 Q3	$153K	Hold	1,132	–	–	0.02%	553
2019 Q2	$152K	Buy	+1,132	New	+$149K	0.03%	482
2019 Q1	–	Sell	-1,132	Closed	-$129K	–	585
2018 Q4	$129K	Hold	1,132	–	–	0.03%	430
2018 Q3	$151K	Buy	+1,132	New	+$149K	0.02%	530

Other funds holding VTHR

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

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

Belpointe Asset Management held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 1,132 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #823.

Belpointe Asset Management first reported a position in VTHR in Q3 2018 and has held it in 31 quarters since. 99 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Belpointe Asset Management held 1,132 shares of Vanguard Russell 3000 ETF worth $375K as of Q2 2026.
Belpointe Asset Management left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
Vanguard Russell 3000 ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #823 holding.
Belpointe Asset Management first reported a position in Vanguard Russell 3000 ETF in Q3 2018 and has held it in 31 quarters since.
99 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

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