Belpointe Asset Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1721242
RENO, NV
Position in VB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$6,699,913
+$1,802,475 QoQ
Shares Held
25,580
+34.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14%
Shared 86%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,699,913 | 25,580 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $4,897,438 | 18,986 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $4,325,811 | 17,012 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,667,265 | 15,475 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $2,099,750 | 9,469 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,339,561 | 5,575 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,537,120 | 6,480 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $898,542 | 4,121 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $974,479 | 4,263 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $481,485 | 2,257 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $655,505 | 3,467 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $572,604 | 2,879 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,534,346 | 18,645 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,963,069 | 16,144 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,781,047 | 16,272 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,813,181 | 15,974 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,166,548 | 14,900 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,354,214 | 14,841 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,083,247 | 14,100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,663,034 | 11,821 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,218,478 | 15,034 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,746,740 | 14,109 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,093,525 | 13,612 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $925,467 | 6,351 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $715,381 | 6,197 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||