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Vanguard Instl Index shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Vanguard Instl Index (VBIL) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Instl Index by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 26k 75.62

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Golub Capital BDC (GBDC)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Msci Usa Strtgic (QUS)
Broadcom (AVGO)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Sage Mountain Advisors

Top funds holding Vanguard Instl Index

Oxbow Advisors
Evanson Asset Management
Armstrong Advisory Group
Royal Bank of Canada
Bridgewealth Advisory Group
Bragg Financial Advisors
Branch Banking & Trust Company
Putnam Fl Investment Management
Greenhaven Associates
UBS Group
Cypress Capital
Nicholas Hoffman & Company
Tower Research Capital
Pathway Financial Advisors
Benjamin Edwards

View all funds holding Vanguard Instl Index