SMA
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Sage Mountain Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sage Mountain Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$134M Buy
418,114
+1,047
+0.3% +$351K 9.39% 3
2025
Q4 		$140M Buy
417,067
+2,769
+0.7% +$921K 7.42% 3
2025
Q3 		$136M Buy
414,298
+13,984
+3% +$4.42M 7.79% 3
2025
Q2 		$122M Buy
400,314
+2,849
+0.7% +$801K 7.92% 3
2025
Q1 		$109M Buy
397,465
+19,867
+5% +$5.77M 8.05% 3
2024
Q4 		$109M Buy
377,598
+26,786
+8% +$7.82M 8% 3
2024
Q3 		$99.3M Buy
350,812
+17,693
+5% +$4.83M 8.47% 4
2024
Q2 		$89.1M Buy
333,119
+47,620
+17% +$12.3M 8.24% 4
2024
Q1 		$74.2M Buy
285,499
+3,394
+1% +$840K 7.71% 4
2023
Q4 		$66.9M Buy
282,105
+12,276
+5% +$2.71M 7.76% 4
2023
Q3 		$57.3M Sell
269,829
-725
-0.3% -$160K 7.88% 4
2023
Q2 		$59.6M Buy
270,554
+1,816
+0.7% +$379K 8.49% 3
2023
Q1 		$54.8M Buy
268,738
+60,922
+29% +$12.2M 8.84% 3
2022
Q4 		$39.7M Buy
207,816
+1,091
+0.5% +$210K 9.04% 2
2022
Q3 		$37.1M Buy
206,725
+74,653
+57% +$14.9M 9.87% 2
2022
Q2 		$24.9M Buy
132,072
+67,483
+104% +$13.9M 4.41% 3
2022
Q1 		$14.7M Buy
64,589
+10,788
+20% +$2.43M 2.3% 6
2021
Q4 		$13M Buy
53,801
+13,293
+33% +$3.14M 1.56% 9
2021
Q3 		$8.99M Buy
40,508
+5,482
+16% +$1.25M 1.3% 11
2021
Q2 		$7.8M Buy
35,026
+1,304
+4% +$283K 1.29% 10
2021
Q1 		$6.97M Buy
33,722
+1,355
+4% +$274K 1.48% 10
2020
Q4 		$6.3M Buy
+32,367
New +$5.92M 2.06% 9

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Mountain Advisors's VTI Position: Q1 2026 in Review

Sage Mountain Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 0.25% in Q1 2026, buying an estimated $351K and bringing the position to 418,114 shares worth $134M. The position accounts for 9.39% of the portfolio, ranked #3.

Sage Mountain Advisors first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. The position peaked at $140M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Sage Mountain Advisors held 418,114 shares of Vanguard Total Stock Market ETF worth $134M as of Q1 2026.
  • Sage Mountain Advisors bought 1,047 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $351K.
  • Vanguard Total Stock Market ETF made up 9.39% of Sage Mountain Advisors's portfolio in Q1 2026, its #3 holding.
  • Sage Mountain Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Vanguard Total Stock Market ETF position peaked at $140M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.