SMA
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Sage Mountain Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Sage Mountain Advisors’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.79M Sell
37,501
-602
-2% -$74.7K 0.29% 44
2026
Q1 		$4.18M Buy
38,103
+5
+0% +$584 0.29% 41
2025
Q4 		$4.64M Buy
38,098
+17
+0% +$2.07K 0.25% 51
2025
Q3 		$4.59M Sell
38,081
-2,231
-6% -$256K 0.26% 51
2025
Q2 		$4.4M Sell
40,312
-460
-1% -$45.3K 0.29% 45
2025
Q1 		$3.78M Hold
40,772
– – 0.28% 49
2024
Q4 		$4.21M Sell
40,772
-1,690
-4% -$171K 0.31% 44
2024
Q3 		$4.1M Sell
42,462
-3,140
-7% -$293K 0.35% 40
2024
Q2 		$4.28M Sell
45,602
-1,115
-2% -$98K 0.4% 37
2024
Q1 		$4.05M Hold
46,717
– – 0.42% 35
2023
Q4 		$3.64M Buy
46,717
+12,400
+36% +$903K 0.42% 36
2023
Q3 		$2.35M Hold
34,317
– – 0.32% 42
2023
Q2 		$2.43M Buy
34,317
+34,145
+19,852% +$2.23M 0.35% 41
2023
Q1 		$10.8K Hold
172
– – ﹤0.01% 305
2022
Q4 		$9.48K Hold
172
– – ﹤0.01% 268
2022
Q3 		$9K Hold
172
– – ﹤0.01% 353
2022
Q2 		$10K Hold
172
– – ﹤0.01% 584
2022
Q1 		$12K Sell
172
-47,160
-100% -$3.31M ﹤0.01% 598
2021
Q4 		$3.72M Buy
47,332
+47,144
+25,077% +$3.59M 0.45% 27
2021
Q3 		$13K Buy
188
+16
+9% +$1.16K ﹤0.01% 558
2021
Q2 		$12K Buy
172
+32
+23% +$2.12K ﹤0.01% 514
2021
Q1 		$9K Buy
+140
New +$8.76K ﹤0.01% 450

Other funds holding VONG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Sage Mountain Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 1.6% in Q2 2026, selling an estimated $74.7K and leaving 37,501 shares worth $4.79M. The position accounts for 0.29% of the portfolio, ranked #44.

Sage Mountain Advisors first reported a position in VONG in Q1 2021 and has held it in 22 quarters since. 674 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Sage Mountain Advisors held 37,501 shares of Vanguard Russell 1000 Growth ETF worth $4.79M as of Q2 2026.
  • Sage Mountain Advisors sold 602 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $74.7K.
  • Vanguard Russell 1000 Growth ETF made up 0.29% of Sage Mountain Advisors's portfolio in Q2 2026, its #44 holding.
  • Sage Mountain Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 674 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

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