Sage Capital Advisors
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Sage Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Sage Capital Advisors’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$361K Buy
2,290
+262
+13% +$41.6K 0.07% 123
2026
Q2 		$318K Buy
2,028
+3
+0.1% +$458 0.07% 122
2026
Q1 		$280K Buy
2,025
+2
+0.1% +$288 0.07% 121
2025
Q4 		$285K Buy
2,023
+40
+2% +$5.59K 0.07% 119
2025
Q3 		$273K Buy
1,983
+178
+10% +$23.7K 0.07% 123
2025
Q2 		$232K Buy
1,805
+4
+0.2% +$478 0.06% 129
2025
Q1 		$209K Buy
1,801
+3
+0.2% +$359 0.05% 130
2024
Q4 		$211K Buy
1,798
+5
+0.3% +$600 0.06% 134
2024
Q3 		$215K Buy
+1,793
New +$206K 0.06% 134

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Permanent Capital Management
Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Sage Capital Advisors's VT Position: Q3 2026 in Review

Sage Capital Advisors increased its Vanguard Total World Stock ETF (VT) stake by 13% in Q3 2026, buying an estimated $41.6K and bringing the position to 2,290 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #123.

Sage Capital Advisors first reported a position in VT in Q3 2024 and has held it in 9 quarters since. 1,149 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Sage Capital Advisors held 2,290 shares of Vanguard Total World Stock ETF worth $361K as of Q3 2026.
  • Sage Capital Advisors bought 262 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $41.6K.
  • Vanguard Total World Stock ETF made up 0.07% of Sage Capital Advisors's portfolio in Q3 2026, its #123 holding.
  • Sage Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Sage Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.