Belpointe Asset Management
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Belpointe Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Belpointe Asset Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.06M Buy
8,693
+3,891
+81% +$1.36M 0.08% 245
2026
Q2 		$1.65M Buy
4,802
+626
+15% +$209K 0.05% 325
2026
Q1 		$1.25M Sell
4,176
-478
-10% -$150K 0.05% 375
2025
Q4 		$1.47M Sell
4,654
-1
-0% -$312 0.05% 304
2025
Q3 		$1.43M Buy
4,655
+802
+21% +$237K 0.05% 304
2025
Q2 		$1.1M Buy
3,853
+1,134
+42% +$299K 0.05% 330
2025
Q1 		$699K Buy
2,719
+1,653
+155% +$448K 0.04% 446
2024
Q4 		$276K Hold
1,066
– – 0.02% 688
2024
Q3 		$281K Hold
1,066
– – 0.02% 684
2024
Q2 		$266K Sell
1,066
-148
-12% -$35.6K 0.02% 627
2024
Q1 		$291K Sell
1,214
-1,373
-53% -$314K 0.02% 605
2023
Q4 		$564K Sell
2,587
-100
-4% -$20.4K 0.05% 333
2023
Q3 		$526K Buy
2,687
+235
+10% +$47.9K 0.05% 322
2023
Q2 		$497K Sell
2,452
-1,767
-42% -$339K 0.05% 311
2023
Q1 		$788K Sell
4,219
-3,325
-44% -$605K 0.04% 404
2022
Q4 		$1.31M Sell
7,544
-1,915
-20% -$336K 0.08% 256
2022
Q3 		$1.55M Sell
9,459
-1,121
-11% -$204K 0.1% 209
2022
Q2 		$1.82M Buy
10,580
+64
+0.6% +$12K 0.12% 181
2022
Q1 		$2.19M Sell
10,516
-3,430
-25% -$705K 0.13% 161
2021
Q4 		$3.08M Sell
13,946
-218
-2% -$46.7K 0.19% 108
2021
Q3 		$2.85M Buy
14,164
+13,114
+1,249% +$2.71M 0.19% 109
2021
Q2 		$211K Sell
1,050
-100
-9% -$19.5K 0.02% 819
2021
Q1 		$213K Sell
1,150
-160
-12% -$29K 0.02% 729
2020
Q4 		$230K Buy
+1,310
New +$218K 0.02% 655

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Belpointe Asset Management's VV Position: Q3 2026 in Review

Belpointe Asset Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 81% in Q3 2026, buying an estimated $1.36M and bringing the position to 8,693 shares worth $3.06M. The position accounts for 0.08% of the portfolio, ranked #245.

Belpointe Asset Management first reported a position in VV in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.08M in Q4 2021. 941 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Belpointe Asset Management held 8,693 shares of Vanguard Morningstar Large-Cap ETF worth $3.06M as of Q3 2026.
  • Belpointe Asset Management bought 3,891 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.36M.
  • Vanguard Morningstar Large-Cap ETF made up 0.08% of Belpointe Asset Management's portfolio in Q3 2026, its #245 holding.
  • Belpointe Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Belpointe Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $3.08M in Q4 2021.
  • 941 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.