Belpointe Asset Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1721242
RENO, NV
Position in VIG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,208,480
+$197,494 QoQ
Shares Held
14,919
+8.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 60%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,208,480 | 14,919 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $3,010,986 | 13,700 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $2,575,669 | 11,936 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,562,673 | 12,521 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $2,182,775 | 11,252 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $2,546,964 | 13,006 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,565,075 | 12,951 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $2,319,115 | 12,704 | Shares | Other | 2024-08-02 | |
| 2024-03-31 | $2,538,096 | 13,899 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $2,493,463 | 14,633 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,273,054 | 14,629 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,562,495 | 15,776 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,357,109 | 21,798 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,879,919 | 25,551 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,594,813 | 41,394 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,684,137 | 39,619 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,589,857 | 15,971 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,966,122 | 17,270 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,539,008 | 16,530 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,685,142 | 17,347 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,552,426 | 17,354 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,164,418 | 15,332 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,890,916 | 14,697 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,699,461 | 14,503 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,651,758 | 15,976 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||