Belpointe Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.4M	Sell	44,399 -1,155	-3%	-$413K	0.54%	35
2026 Q1	$14.6M	Sell	45,554 -3,214	-7%	-$1.08M	0.53%	35
2025 Q4	$16.4M	Sell	48,768 -1,038	-2%	-$345K	0.59%	32
2025 Q3	$16.3M	Buy	49,806 +8,811	+21%	+$2.78M	0.62%	30
2025 Q2	$12.5M	Buy	40,995 +15,469	+61%	+$4.35M	0.52%	33
2025 Q1	$7.02M	Sell	25,526 -3,257	-11%	-$946K	0.37%	47
2024 Q4	$8.03M	Buy	28,783 +268	+0.9%	+$78.2K	0.48%	34
2024 Q3	$8.07M	Buy	28,515 +2,116	+8%	+$577K	0.48%	33
2024 Q2	$7.06M	Sell	26,399 -1,300	-5%	-$336K	0.49%	32
2024 Q1	$7.2M	Buy	27,699 +3,913	+16%	+$968K	0.54%	32
2023 Q4	$5.64M	Buy	23,786 +497	+2%	+$110K	0.5%	34
2023 Q3	$4.95M	Sell	23,289 -2,000	-8%	-$443K	0.51%	32
2023 Q2	$5.57M	Sell	25,289 -106,485	-81%	-$22.2M	0.59%	27
2023 Q1	$26.4M	Buy	131,774 +18	+0%	+$3.6K	1.43%	7
2022 Q4	$25.2M	Sell	131,756 -5,911	-4%	-$1.14M	1.52%	6
2022 Q3	$24.4M	Buy	137,667 +1,743	+1%	+$347K	1.65%	7
2022 Q2	$25.6M	Buy	135,924 +25,032	+23%	+$5.14M	1.72%	7
2022 Q1	$25.2M	Sell	110,892 -17,798	-14%	-$4M	1.53%	6
2021 Q4	$31.1M	Buy	128,690 +2,122	+2%	+$501K	1.94%	5
2021 Q3	$28.1M	Buy	126,568 +16,878	+15%	+$3.85M	1.92%	7
2021 Q2	$24.4M	Buy	109,690 +9,685	+10%	+$2.1M	1.76%	4
2021 Q1	$20.7M	Buy	100,005 +4,804	+5%	+$972K	1.77%	5
2020 Q4	$18.5M	Buy	95,201 +4,471	+5%	+$817K	1.66%	5
2020 Q3	$15.5M	Buy	90,730 +1,605	+2%	+$270K	1.72%	9
2020 Q2	$14M	Sell	89,125 -4,045	-4%	-$596K	1.81%	8
2020 Q1	$12M	Buy	93,170 +7,737	+9%	+$1.2M	2.1%	5
2019 Q4	$14M	Buy	85,433 +10,284	+14%	+$1.61M	1.77%	5
2019 Q3	$11.3M	Buy	75,149 +5,746	+8%	+$866K	1.84%	7
2019 Q2	$10.4M	Sell	69,403 -26,349	-28%	-$3.88M	2.05%	6
2019 Q1	$13.2M	Buy	95,752 +55,978	+141%	+$7.81M	2.57%	6
2018 Q4	$5.08M	Sell	39,774 -37,926	-49%	-$5.24M	1.29%	9
2018 Q3	$11.6M	Buy	77,700 +23,305	+43%	+$3.43M	1.84%	5
2018 Q2	$7.64M	Sell	54,395 -1,858	-3%	-$259K	2.13%	6
2018 Q1	$7.63M	Sell	56,253 -699	-1%	-$98K	2.23%	4
2017 Q4	$7.82M	Buy	56,952 +1,874	+3%	+$251K	1.71%	5
2017 Q3	$7.13M	Buy	+55,078	New	+$6.98M	1.67%	5

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Belpointe Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, selling an estimated $413K and leaving 44,399 shares worth $16.4M. The position accounts for 0.54% of the portfolio, ranked #35.

Belpointe Asset Management first reported a position in VTI in Q3 2017 and has held it in 36 quarters since. The position peaked at $31.1M in Q4 2021. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Belpointe Asset Management held 44,399 shares of Vanguard Morningstar Total Stock Market ETF worth $16.4M as of Q2 2026.
Belpointe Asset Management sold 1,155 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $413K.
Vanguard Morningstar Total Stock Market ETF made up 0.54% of Belpointe Asset Management's portfolio in Q2 2026, its #35 holding.
Belpointe Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and has held it in 36 quarters since.
Belpointe Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $31.1M in Q4 2021.
1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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