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Vanguard Value ETF shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF 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 Value ETF by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 19k 174.57
2024-06-30 $3.0M 19k 160.41
2024-03-31 $3.1M 19k 162.86
2023-12-31 $2.7M 18k 149.50
2023-09-30 $2.5M 18k 137.93
2023-06-30 $2.4M 17k 142.10
2023-03-31 $1.1M 7.7k 138.12
2022-12-31 $1.1M 7.7k 140.38
2022-09-30 $964k 7.8k 123.43
2022-06-30 $1.2M 9.1k 131.85
2022-03-31 $2.5M 17k 147.81
2021-12-31 $2.5M 17k 147.10
2021-09-30 $1.0M 7.5k 135.30
2021-06-30 $1.1M 8.1k 137.42
2021-03-31 $980k 7.5k 131.40
2020-12-31 $818k 6.9k 118.98