Sage Mountain Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$951K	Sell	4,424 -6,653	-60%	-$1.48M	0.07%	97
2025 Q4	$2.43M	Buy	11,077 +6,836	+161%	+$1.49M	0.13%	83
2025 Q3	$915K	Sell	4,241 -286	-6%	-$60.1K	0.05%	174
2025 Q2	$927K	Hold	4,527	–	–	0.06%	151
2025 Q1	$878K	Hold	4,527	–	–	0.06%	139
2024 Q4	$887K	Buy	4,527 +3,178	+236%	+$635K	0.06%	134
2024 Q3	$267K	Sell	1,349 -2,893	-68%	-$551K	0.02%	308
2024 Q2	$774K	Buy	4,242 +693	+20%	+$125K	0.07%	120
2024 Q1	$648K	Hold	3,549	–	–	0.07%	127
2023 Q4	$605K	Hold	3,549	–	–	0.07%	115
2023 Q3	$551K	Hold	3,549	–	–	0.08%	110
2023 Q2	$576K	Hold	3,549	–	–	0.08%	103
2023 Q1	$547K	Buy	3,549 +16	+0.5%	+$2.45K	0.09%	95
2022 Q4	$536K	Buy	3,533 +388	+12%	+$57.8K	0.12%	68
2022 Q3	$425K	Buy	3,145 +16	+0.5%	+$2.38K	0.11%	82
2022 Q2	$449K	Sell	3,129 -1	-0%	-$152	0.08%	243
2022 Q1	$507K	Sell	3,130 -545	-15%	-$87.9K	0.08%	256
2021 Q4	$631K	Buy	+3,675	New	+$606K	0.08%	253

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sage Mountain Advisors's VIG Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 60% in Q1 2026, selling an estimated $1.48M and leaving 4,424 shares worth $951K. The position accounts for 0.07% of the portfolio, ranked #97.

Sage Mountain Advisors first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.43M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Sage Mountain Advisors held 4,424 shares of Vanguard Dividend Appreciation ETF worth $951K as of Q1 2026.
Sage Mountain Advisors sold 6,653 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.48M.
Vanguard Dividend Appreciation ETF made up 0.07% of Sage Mountain Advisors's portfolio in Q1 2026, its #97 holding.
Sage Mountain Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Sage Mountain Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.43M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.