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Vanguard Russell 1000 Value Et shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Vanguard Russell 1000 Value Et (VONV) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Vanguard Russell 1000 Value Et

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Russell 1000 Value Et 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 Russell 1000 Value Et by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 23k 78.64
2023-12-31 $1.7M 23k 72.54
2023-09-30 $1.0M 16k 66.66
2023-06-30 $1.1M 16k 69.21
2022-06-30 $1.3M 21k 63.54
2022-03-31 $1.5M 21k 72.81
2021-12-31 $1.6M 21k 73.75

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Golub Capital BDC (GBDC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Copart (CPRT)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)

View all positions for Sage Mountain Advisors

Top funds holding Vanguard Russell 1000 Value Et

Bank of America Corporation
Tiaa Trust, National Association
UBS Group
SageView Advisory Group
Janney Montgomery Scott
Commonwealth Equity Services
Citigroup
Branch Banking & Trust Company
Global Strategic Investment Solutions
Pnc Financial Services
Wells Fargo & Company
Aaron Wealth Advisors
Taddei, Ludwig & Associates
Adventist Health System/ West
Goldman Sachs Group

View all funds holding Vanguard Russell 1000 Value Et