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Sage Mountain Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Sage Mountain Advisors’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$587K Sell
2,854
-1,596
-36% -$342K 0.04% 125
2025
Q4 		$931K Hold
4,450
– – 0.05% 174
2025
Q3 		$932K Sell
4,450
-5
-0.1% -$1.01K 0.05% 170
2025
Q2 		$859K Sell
4,455
-135
-3% -$24K 0.06% 166
2025
Q1 		$791K Buy
4,590
+7
+0.2% +$1.32K 0.06% 154
2024
Q4 		$871K Hold
4,583
– – 0.06% 137
2024
Q3 		$834K Hold
4,583
– – 0.07% 130
2024
Q2 		$774K Buy
4,583
+2,242
+96% +$378K 0.07% 121
2024
Q1 		$410K Hold
2,341
– – 0.04% 188
2023
Q4 		$385K Hold
2,341
– – 0.04% 162
2023
Q3 		$336K Sell
2,341
-128
-5% -$19.2K 0.05% 173
2023
Q2 		$367K Sell
2,469
-124
-5% -$17.4K 0.05% 155
2023
Q1 		$364K Sell
2,593
-121
-4% -$17.2K 0.06% 140
2022
Q4 		$361K Hold
2,714
– – 0.08% 92
2022
Q3 		$345K Hold
2,714
– – 0.09% 97
2022
Q2 		$356K Sell
2,714
-2
-0.1% -$291 0.06% 287
2022
Q1 		$450K Sell
2,716
-966
-26% -$159K 0.07% 284
2021
Q4 		$673K Buy
3,682
+4
+0.1% +$752 0.08% 238
2021
Q3 		$671K Buy
3,678
+2,715
+282% +$507K 0.1% 203
2021
Q2 		$182K Buy
963
+3
+0.3% +$548 0.03% 400
2021
Q1 		$170K Buy
+960
New +$171K 0.04% 321

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sage Mountain Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 36% in Q1 2026, selling an estimated $342K and leaving 2,854 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #125.

Sage Mountain Advisors first reported a position in VXF in Q1 2021 and has held it in 21 quarters since. The position peaked at $932K in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Sage Mountain Advisors held 2,854 shares of Vanguard Extended Market ETF worth $587K as of Q1 2026.
  • Sage Mountain Advisors sold 1,596 Vanguard Extended Market ETF shares in Q1 2026, an estimated $342K.
  • Vanguard Extended Market ETF made up 0.04% of Sage Mountain Advisors's portfolio in Q1 2026, its #125 holding.
  • Sage Mountain Advisors first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Sage Mountain Advisors's Vanguard Extended Market ETF position peaked at $932K in Q3 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

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