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Sage Mountain Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sage Mountain Advisors’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$370K Sell
6,204
-268
-4% -$15.8K 0.02% 162
2026
Q1 		$350K Buy
6,472
+225
+4% +$12.6K 0.02% 154
2025
Q4 		$336K Buy
6,247
+774
+14% +$42K 0.02% 361
2025
Q3 		$297K Hold
5,473
– – 0.02% 371
2025
Q2 		$271K Sell
5,473
-785
-13% -$36.4K 0.02% 351
2025
Q1 		$283K Hold
6,258
– – 0.02% 314
2024
Q4 		$276K Buy
6,258
+785
+14% +$36.5K 0.02% 312
2024
Q3 		$262K Hold
5,473
– – 0.02% 315
2024
Q2 		$239K Sell
5,473
-2,394
-30% -$103K 0.02% 305
2024
Q1 		$329K Buy
7,867
+2,214
+39% +$90.3K 0.03% 221
2023
Q4 		$232K Buy
5,653
+1,106
+24% +$43.9K 0.03% 239
2023
Q3 		$178K Buy
4,547
+2,197
+93% +$89.7K 0.02% 257
2023
Q2 		$95.6K Sell
2,350
-465
-17% -$18.7K 0.01% 281
2023
Q1 		$114K Sell
2,815
-1,033
-27% -$42.1K 0.02% 261
2022
Q4 		$150K Buy
3,848
+112
+3% +$4.27K 0.03% 170
2022
Q3 		$136K Sell
3,736
-775
-17% -$31.5K 0.04% 211
2022
Q2 		$188K Buy
4,511
+717
+19% +$31K 0.03% 442
2022
Q1 		$175K Sell
3,794
-7,130
-65% -$343K 0.03% 483
2021
Q4 		$540K Buy
10,924
+3,374
+45% +$170K 0.06% 286
2021
Q3 		$378K Buy
7,550
+970
+15% +$50.1K 0.05% 315
2021
Q2 		$357K Sell
6,580
-3,917
-37% -$209K 0.06% 287
2021
Q1 		$546K Buy
+10,497
New +$559K 0.12% 149

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Sage Mountain Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.1% in Q2 2026, selling an estimated $15.8K and leaving 6,204 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #162.

Sage Mountain Advisors first reported a position in VWO in Q1 2021 and has held it in 22 quarters since. The position peaked at $546K in Q1 2021. 2,611 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Sage Mountain Advisors held 6,204 shares of Vanguard FTSE Emerging Markets ETF worth $370K as of Q2 2026.
  • Sage Mountain Advisors sold 268 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $15.8K.
  • Vanguard FTSE Emerging Markets ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #162 holding.
  • Sage Mountain Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $546K in Q1 2021.
  • 2,611 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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