Sage Mountain Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$473K	Hold	4,722	–	–	0.03%	138
2025 Q4	$470K	Hold	4,722	–	–	0.02%	290
2025 Q3	$462K	Hold	4,722	–	–	0.03%	289
2025 Q2	$412K	Hold	4,722	–	–	0.03%	269
2025 Q1	$381K	Hold	4,722	–	–	0.03%	264
2024 Q4	$422K	Sell	4,722 -7	-0.1%	-$646	0.03%	238
2024 Q3	$423K	Sell	4,729 -290	-6%	-$25.1K	0.04%	230
2024 Q2	$411K	Sell	5,019 -966	-16%	-$79K	0.04%	202
2024 Q1	$509K	Sell	5,985 -319	-5%	-$25.7K	0.05%	159
2023 Q4	$511K	Sell	6,304 -324	-5%	-$23.5K	0.06%	129
2023 Q3	$474K	Sell	6,628 -103	-2%	-$7.82K	0.07%	119
2023 Q2	$509K	Hold	6,731	–	–	0.07%	110
2023 Q1	$485K	Hold	6,731	–	–	0.08%	101
2022 Q4	$474K	Sell	6,731 -2,222	-25%	-$160K	0.11%	74
2022 Q3	$597K	Hold	8,953	–	–	0.16%	53
2022 Q2	$612K	Hold	8,953	–	–	0.11%	178
2022 Q1	$742K	Sell	8,953 -22	-0.2%	-$1.81K	0.12%	176
2021 Q4	$806K	Sell	8,975 -57	-0.6%	-$5.21K	0.1%	194
2021 Q3	$799K	Buy	+9,032	New	+$809K	0.12%	171

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Sage Mountain Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2026 at 4,722 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #138.

Sage Mountain Advisors first reported a position in VTWO in Q3 2021 and has held it in 19 quarters since. The position peaked at $806K in Q4 2021. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Sage Mountain Advisors held 4,722 shares of Vanguard Russell 2000 ETF worth $473K as of Q1 2026.
Sage Mountain Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q1 2026.
Vanguard Russell 2000 ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q1 2026, its #138 holding.
Sage Mountain Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and has held it in 19 quarters since.
Sage Mountain Advisors's Vanguard Russell 2000 ETF position peaked at $806K in Q4 2021.
677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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