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Sage Mountain Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Sage Mountain Advisors’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.8M Buy
776,955
+63,119
+9% +$3.73M 2.82% 8
2026
Q1 		$42.5M Buy
713,836
+74,084
+12% +$4.44M 2.98% 8
2025
Q4 		$38.3M Buy
639,752
+68,349
+12% +$4.11M 2.03% 9
2025
Q3 		$34.3M Buy
571,403
+197,819
+53% +$11.8M 1.97% 11
2025
Q2 		$22.3M Buy
373,584
+105,769
+39% +$6.26M 1.45% 13
2025
Q1 		$15.9M Buy
267,815
+48,472
+22% +$2.84M 1.17% 13
2024
Q4 		$12.7M Buy
219,343
+217,540
+12,065% +$12.8M 0.93% 19
2024
Q3 		$109K Hold
1,803
– – 0.01% 418
2024
Q2 		$105K Hold
1,803
– – 0.01% 368
2024
Q1 		$106K Hold
1,803
– – 0.01% 345
2023
Q4 		$107K Hold
1,803
– – 0.01% 290
2023
Q3 		$103K Hold
1,803
– – 0.01% 289
2023
Q2 		$106K Hold
1,803
– – 0.02% 277
2023
Q1 		$108K Sell
1,803
-85
-5% -$5.04K 0.02% 265
2022
Q4 		$110K Buy
1,888
+85
+5% +$4.97K 0.03% 199
2022
Q3 		$105K Hold
1,803
– – 0.03% 253
2022
Q2 		$110K Hold
1,803
– – 0.02% 505
2022
Q1 		$113K Hold
1,803
– – 0.02% 527
2021
Q4 		$120K Hold
1,803
– – 0.01% 579
2021
Q3 		$122K Hold
1,803
– – 0.02% 482
2021
Q2 		$122K Hold
1,803
– – 0.02% 436
2021
Q1 		$121K Buy
+1,803
New +$123K 0.03% 358

Other funds holding VGIT

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Sage Mountain Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 8.8% in Q2 2026, buying an estimated $3.73M and bringing the position to 776,955 shares worth $45.8M. The position accounts for 2.82% of the portfolio, ranked #8.

Sage Mountain Advisors first reported a position in VGIT in Q1 2021 and has held it in 22 quarters since. 711 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Sage Mountain Advisors held 776,955 shares of Vanguard Intermediate-Term Treasury ETF worth $45.8M as of Q2 2026.
  • Sage Mountain Advisors bought 63,119 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $3.73M.
  • Vanguard Intermediate-Term Treasury ETF made up 2.82% of Sage Mountain Advisors's portfolio in Q2 2026, its #8 holding.
  • Sage Mountain Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and has held it in 22 quarters since.
  • 711 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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