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Sage Mountain Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sage Mountain Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4M Buy
44,152
+141
+0.3% +$40.4K 0.82% 17
2026
Q1 		$11.5M Sell
44,011
-7,299
-14% -$1.98M 0.81% 16
2025
Q4 		$13.2M Buy
51,310
+6,041
+13% +$1.55M 0.7% 23
2025
Q3 		$11.5M Sell
45,269
-71
-0.2% -$17.6K 0.66% 27
2025
Q2 		$10.7M Sell
45,340
-92
-0.2% -$20.5K 0.7% 25
2025
Q1 		$10.1M Sell
45,432
-500
-1% -$119K 0.74% 22
2024
Q4 		$11M Sell
45,932
-294
-0.6% -$72.3K 0.81% 23
2024
Q3 		$11M Sell
46,226
-433
-0.9% -$98.4K 0.93% 17
2024
Q2 		$10.2M Sell
46,659
-957
-2% -$210K 0.94% 18
2024
Q1 		$10.9M Sell
47,616
-1,228
-3% -$264K 1.13% 14
2023
Q4 		$10.4M Sell
48,844
-775
-2% -$149K 1.21% 15
2023
Q3 		$9.38M Sell
49,619
-1,754
-3% -$349K 1.29% 13
2023
Q2 		$10.2M Sell
51,373
-513
-1% -$96.9K 1.46% 13
2023
Q1 		$9.84M Buy
51,886
+8,080
+18% +$1.57M 1.59% 13
2022
Q4 		$8.04M Sell
43,806
-20,748
-32% -$3.85M 1.83% 11
2022
Q3 		$11M Sell
64,554
-1,685
-3% -$318K 2.93% 8
2022
Q2 		$11.7M Sell
66,239
-1,895
-3% -$366K 2.06% 7
2022
Q1 		$14.5M Sell
68,134
-649
-0.9% -$137K 2.26% 7
2021
Q4 		$15.5M Sell
68,783
-799
-1% -$182K 1.86% 7
2021
Q3 		$15.2M Sell
69,582
-404
-0.6% -$89.8K 2.19% 7
2021
Q2 		$15.8M Sell
69,986
-3,729
-5% -$826K 2.61% 7
2021
Q1 		$15.8M Buy
73,715
+10,405
+16% +$2.19M 3.35% 6
2020
Q4 		$12.3M Buy
+63,310
New +$11.2M 4.03% 6

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sage Mountain Advisors's VB Position: Q2 2026 in Review

Sage Mountain Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.32% in Q2 2026, buying an estimated $40.4K and bringing the position to 44,152 shares worth $13.4M. The position accounts for 0.82% of the portfolio, ranked #17.

Sage Mountain Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.8M in Q1 2021. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Sage Mountain Advisors held 44,152 shares of Vanguard Morningstar Small-Cap ETF worth $13.4M as of Q2 2026.
  • Sage Mountain Advisors bought 141 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $40.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.82% of Sage Mountain Advisors's portfolio in Q2 2026, its #17 holding.
  • Sage Mountain Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $15.8M in Q1 2021.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.