Sage Mountain Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$141K	Hold	420	–	–	0.01%	223
2026 Q2	$139K	Hold	420	–	–	0.01%	236
2026 Q1	$121K	Hold	420	–	–	0.01%	219
2025 Q4	$126K	Hold	420	–	–	0.01%	500
2025 Q3	$124K	Hold	420	–	–	0.01%	485
2025 Q2	$115K	Hold	420	–	–	0.01%	432
2025 Q1	$104K	Hold	420	–	–	0.01%	412
2024 Q4	$109K	Hold	420	–	–	0.01%	408
2024 Q3	$107K	Hold	420	–	–	0.01%	420
2024 Q2	$101K	Buy	+420	New	+$97.4K	0.01%	370

Other funds holding VTHR

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Sage Mountain Advisors's VTHR Position: Q3 2026 in Review

Sage Mountain Advisors held its Vanguard Russell 3000 ETF (VTHR) position steady in Q3 2026 at 420 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #223.

Sage Mountain Advisors first reported a position in VTHR in Q2 2024 and has held it in 10 quarters since. 135 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

Sage Mountain Advisors held 420 shares of Vanguard Russell 3000 ETF worth $141K as of Q3 2026.
Sage Mountain Advisors left its Vanguard Russell 3000 ETF share count unchanged in Q3 2026.
Vanguard Russell 3000 ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #223 holding.
Sage Mountain Advisors first reported a position in Vanguard Russell 3000 ETF in Q2 2024 and has held it in 10 quarters since.
135 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.