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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Sage Mountain Advisors held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 420 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #236.

Sage Mountain Advisors first reported a position in VTHR in Q2 2024 and has held it in 9 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Sage Mountain Advisors held 420 shares of Vanguard Russell 3000 ETF worth $139K as of Q2 2026.
Sage Mountain Advisors left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
Vanguard Russell 3000 ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #236 holding.
Sage Mountain Advisors first reported a position in Vanguard Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

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