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Sage Mountain Advisors’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sage Mountain Advisors reduced its Vanguard Growth ETF (VUG) stake by 3.2% in Q1 2026, selling an estimated $380K and leaving 148,440 shares worth $10.8M. The position accounts for 0.76% of the portfolio, ranked #19.

Sage Mountain Advisors first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.5M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Sage Mountain Advisors held 148,440 shares of Vanguard Growth ETF worth $10.8M as of Q1 2026.
  • Sage Mountain Advisors sold 4,884 Vanguard Growth ETF shares in Q1 2026, an estimated $380K.
  • Vanguard Growth ETF made up 0.76% of Sage Mountain Advisors's portfolio in Q1 2026, its #19 holding.
  • Sage Mountain Advisors first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Vanguard Growth ETF position peaked at $12.5M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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