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Sage Mountain Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Sage Mountain Advisors’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,298
Closed -$871K – 318
2026
Q1 		$871K Buy
6,298
+15
+0.2% +$2.16K 0.06% 101
2025
Q4 		$886K Buy
6,283
+49
+0.8% +$6.85K 0.05% 182
2025
Q3 		$859K Hold
6,234
– – 0.05% 188
2025
Q2 		$801K Hold
6,234
– – 0.05% 174
2025
Q1 		$723K Hold
6,234
– – 0.05% 165
2024
Q4 		$732K Hold
6,234
– – 0.05% 159
2024
Q3 		$746K Hold
6,234
– – 0.06% 145
2024
Q2 		$702K Buy
6,234
+32
+0.5% +$3.53K 0.06% 132
2024
Q1 		$685K Buy
6,202
+6,142
+10,237% +$649K 0.07% 123
2023
Q4 		$6.17K Hold
60
– – ﹤0.01% 341
2023
Q3 		$5.59K Hold
60
– – ﹤0.01% 340
2023
Q2 		$5.82K Hold
60
– – ﹤0.01% 333
2023
Q1 		$5.53K Buy
+60
New +$5.43K ﹤0.01% 319
2022
Q4 		– Sell
-18,700
Closed -$1.48M – 318
2022
Q3 		$1.48M Hold
18,700
– – 0.39% 28
2022
Q2 		$1.6M Buy
+18,700
New +$1.73M 0.28% 49
2022
Q1 		– Sell
-22,010
Closed -$2.37M – 711
2021
Q4 		$2.37M Sell
22,010
-350
-2% -$37.2K 0.28% 46
2021
Q3 		$2.28M Buy
22,360
+20,192
+931% +$2.12M 0.33% 42
2021
Q2 		$225K Hold
2,168
– – 0.04% 371
2021
Q1 		$211K Buy
+2,168
New +$208K 0.04% 290

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

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

Sage Mountain Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 6,298 shares — an estimated $871K sold.

Sage Mountain Advisors first reported a position in VT in Q1 2021 and held it in 19 quarters. The position peaked at $2.37M in Q4 2021. 924 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Sage Mountain Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 6,298 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $871K.
  • Sage Mountain Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2021 and held it in 19 quarters.
  • Sage Mountain Advisors's Vanguard Total World Stock ETF position peaked at $2.37M in Q4 2021.
  • 924 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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