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Vanguard Admiral Fds Inc equity shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc equity (VOOG) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Vanguard Admiral Fds Inc equity

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Fds Inc equity 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 Admiral Fds Inc equity by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 66 435.45
2025-06-30 $26k 66 396.55
2025-03-31 $22k 66 334.48
2024-12-31 $24k 66 366.06
2022-06-30 $663k 3.0k 217.66

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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 Admiral Fds Inc equity

Jpmorgan Chase & Co
UBS Group
LPL Financial
Envestnet Asset Management
Ameriprise Financial
CI Private Wealth
Td Private Client Wealth
Wells Fargo & Company
Stenger Family Office
Advisor Group Holdings
Arista Wealth Management
Mariner Wealth Advisors
Raymond James Financial
Colony
Joel Isaacson & Co

View all funds holding Vanguard Admiral Fds Inc equity