SMA
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Sage Mountain Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Sage Mountain Advisors’s Portfolio VTEI Stock Details VTEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$298K Hold
2,984
– – 0.02% 166
2025
Q4 		$301K Hold
2,984
– – 0.02% 387
2025
Q3 		$299K Hold
2,984
– – 0.02% 369
2025
Q2 		$294K Sell
2,984
-1,526
-34% -$149K 0.02% 326
2025
Q1 		$446K Hold
4,510
– – 0.03% 241
2024
Q4 		$448K Hold
4,510
– – 0.03% 230
2024
Q3 		$456K Sell
4,510
-496
-10% -$49.8K 0.04% 218
2024
Q2 		$498K Buy
+5,006
New +$497K 0.05% 176

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UA
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FWCM
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TWIM
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Envestnet Asset Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return