Sage Mountain Advisors’s Vanguard 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 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 $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Sage Mountain Advisors increased its Vanguard Large-Cap ETF (VV) stake by 0.01% in Q1 2026, buying an estimated $313 and bringing the position to 7,192 shares worth $2.15M. The position accounts for 0.15% of the portfolio, ranked #63.

Sage Mountain Advisors first reported a position in VV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.26M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Sage Mountain Advisors held 7,192 shares of Vanguard Large-Cap ETF worth $2.15M as of Q1 2026.
Sage Mountain Advisors bought 1 Vanguard Large-Cap ETF share in Q1 2026, an estimated $313.
Vanguard Large-Cap ETF made up 0.15% of Sage Mountain Advisors's portfolio in Q1 2026, its #63 holding.
Sage Mountain Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Sage Mountain Advisors's Vanguard Large-Cap ETF position peaked at $2.26M in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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