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Sage Mountain Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sage Mountain Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13M Buy
151,254
+2,814
+2% +$237K 0.8% 20
2026
Q1 		$10.8M Sell
148,440
-4,884
-3% -$380K 0.76% 19
2025
Q4 		$12.5M Buy
153,324
+642
+0.4% +$52.1K 0.66% 27
2025
Q3 		$12.2M Buy
152,682
+66,018
+76% +$5.04M 0.7% 25
2025
Q2 		$6.33M Buy
86,664
+21,516
+33% +$1.42M 0.41% 36
2025
Q1 		$4.03M Hold
65,148
– – 0.3% 46
2024
Q4 		$4.46M Hold
65,148
– – 0.33% 40
2024
Q3 		$4.17M Hold
65,148
– – 0.36% 39
2024
Q2 		$4.06M Sell
65,148
-102
-0.2% -$5.95K 0.38% 39
2024
Q1 		$3.74M Buy
65,250
+348
+0.5% +$19.1K 0.39% 36
2023
Q4 		$3.36M Buy
64,902
+4,800
+8% +$232K 0.39% 38
2023
Q3 		$2.73M Hold
60,102
– – 0.38% 37
2023
Q2 		$2.83M Hold
60,102
– – 0.4% 37
2023
Q1 		$2.5M Buy
60,102
+55,842
+1,311% +$2.17M 0.4% 37
2022
Q4 		$151K Buy
4,260
+54
+1% +$1.99K 0.03% 169
2022
Q3 		$150K Sell
4,206
-3,696
-47% -$149K 0.04% 192
2022
Q2 		$294K Buy
7,902
+3,690
+88% +$152K 0.05% 344
2022
Q1 		$202K Sell
4,212
-2,154
-34% -$102K 0.03% 465
2021
Q4 		$340K Buy
6,366
+6
+0.1% +$313 0.04% 414
2021
Q3 		$308K Hold
6,360
– – 0.04% 354
2021
Q2 		$304K Hold
6,360
– – 0.05% 315
2021
Q1 		$272K Buy
6,360
+2,154
+51% +$92.2K 0.06% 250
2020
Q4 		$178K Buy
+4,206
New +$168K 0.06% 186

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Sage Mountain Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.9% in Q2 2026, buying an estimated $237K and bringing the position to 151,254 shares worth $13M. The position accounts for 0.8% of the portfolio, ranked #20.

Sage Mountain Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Sage Mountain Advisors held 151,254 shares of Vanguard Morningstar Growth ETF worth $13M as of Q2 2026.
  • Sage Mountain Advisors bought 2,814 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $237K.
  • Vanguard Morningstar Growth ETF made up 0.8% of Sage Mountain Advisors's portfolio in Q2 2026, its #20 holding.
  • Sage Mountain Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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