Sage Mountain Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Sage Mountain Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.4M	Buy	154,016 +200	+0.1%	+$21.9K	1.13%	13
2026 Q1	$13.4M	Hold	153,816	–	–	0.94%	14
2025 Q4	$14.5M	Hold	153,816	–	–	0.77%	22
2025 Q3	$14.4M	Hold	153,816	–	–	0.82%	22
2025 Q2	$12.8M	Hold	153,816	–	–	0.83%	22
2025 Q1	$10.4M	Hold	153,816	–	–	0.77%	21
2024 Q4	$12M	Hold	153,816	–	–	0.87%	21
2024 Q3	$11.3M	Hold	153,816	–	–	0.96%	16
2024 Q2	$11.1M	Hold	153,816	–	–	1.03%	16
2024 Q1	$10.1M	Hold	153,816	–	–	1.05%	15
2023 Q4	$9.31M	Hold	153,816	–	–	1.08%	16
2023 Q3	$7.98M	Hold	153,816	–	–	1.1%	14
2023 Q2	$8.5M	Hold	153,816	–	–	1.21%	14
2023 Q1	$7.41M	Buy	+153,816	New	+$6.8M	1.2%	15
2022 Q3	–	Sell	-1,512	Closed	-$62K	–	406
2022 Q2	$62K	Sell	1,512 -8	-0.5%	-$360	0.01%	530
2022 Q1	$79K	Sell	1,520 -6,088	-80%	-$312K	0.01%	543
2021 Q4	$436K	Buy	7,608 +8	+0.1%	+$439	0.05%	336
2021 Q3	$381K	Buy	+7,600	New	+$394K	0.05%	308

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Sage Mountain Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.13% in Q2 2026, buying an estimated $21.9K and bringing the position to 154,016 shares worth $18.4M. The position accounts for 1.13% of the portfolio, ranked #13.

Sage Mountain Advisors first reported a position in VGT in Q3 2021 and has held it in 18 quarters since. 2,194 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Sage Mountain Advisors held 154,016 shares of Vanguard Information Technology ETF worth $18.4M as of Q2 2026.
Sage Mountain Advisors bought 200 Vanguard Information Technology ETF shares in Q2 2026, an estimated $21.9K.
Vanguard Information Technology ETF made up 1.13% of Sage Mountain Advisors's portfolio in Q2 2026, its #13 holding.
Sage Mountain Advisors first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 18 quarters since.
2,194 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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