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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sage Mountain Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.6% in Q1 2026, buying an estimated $12.6K and bringing the position to 6,472 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #154.

Sage Mountain Advisors first reported a position in VWO in Q1 2021 and has held it in 21 quarters since. The position peaked at $546K in Q1 2021. 2,538 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Sage Mountain Advisors held 6,472 shares of Vanguard FTSE Emerging Markets ETF worth $350K as of Q1 2026.
  • Sage Mountain Advisors bought 225 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $12.6K.
  • Vanguard FTSE Emerging Markets ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #154 holding.
  • Sage Mountain Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and has held it in 21 quarters since.
  • Sage Mountain Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $546K in Q1 2021.
  • 2,538 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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