Sage Mountain Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.47M	Buy	7,194 +2	+0%	+$667	0.15%	62
2026 Q1	$2.15M	Buy	7,192 +1	+0%	+$313	0.15%	63
2025 Q4	$2.26M	Buy	7,191 +78	+1%	+$24.4K	0.12%	89
2025 Q3	$2.19M	Buy	7,113 +4,791	+206%	+$1.42M	0.13%	86
2025 Q2	$663K	Hold	2,322	–	–	0.04%	196
2025 Q1	$597K	Buy	2,322 +1	+0%	+$271	0.04%	194
2024 Q4	$626K	Buy	2,321 +2	+0.1%	+$542	0.05%	174
2024 Q3	$611K	Buy	2,319 +1,191	+106%	+$302K	0.05%	166
2024 Q2	$282K	Buy	1,128 +125	+12%	+$30K	0.03%	266
2024 Q1	$240K	Hold	1,003	–	–	0.03%	289
2023 Q4	$219K	Hold	1,003	–	–	0.03%	253
2023 Q3	$196K	Hold	1,003	–	–	0.03%	256
2023 Q2	$203K	Hold	1,003	–	–	0.03%	249
2023 Q1	$187K	Sell	1,003 -96	-9%	-$17.5K	0.03%	240
2022 Q4	$191K	Buy	+1,099	New	+$193K	0.04%	160

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Sage Mountain Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.03% in Q2 2026, buying an estimated $667 and bringing the position to 7,194 shares worth $2.47M. The position accounts for 0.15% of the portfolio, ranked #62.

Sage Mountain Advisors first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Sage Mountain Advisors held 7,194 shares of Vanguard Morningstar Large-Cap ETF worth $2.47M as of Q2 2026.
Sage Mountain Advisors bought 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
Vanguard Morningstar Large-Cap ETF made up 0.15% of Sage Mountain Advisors's portfolio in Q2 2026, its #62 holding.
Sage Mountain Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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