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 Q2	$573K	Hold	4,722	–	–	0.04%	131
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Sage Mountain Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 4,722 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #131.

Sage Mountain Advisors first reported a position in VTWO in Q3 2021 and has held it in 20 quarters since. The position peaked at $806K in Q4 2021. 742 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Sage Mountain Advisors held 4,722 shares of Vanguard Russell 2000 ETF worth $573K as of Q2 2026.
Sage Mountain Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up 0.04% of Sage Mountain Advisors's portfolio in Q2 2026, its #131 holding.
Sage Mountain Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and has held it in 20 quarters since.
Sage Mountain Advisors's Vanguard Russell 2000 ETF position peaked at $806K in Q4 2021.
742 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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