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Sage Mountain Advisors LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Mountain Advisors LLC on VTI, newest first. How the timeline and the estimate are built.

Sage Mountain Advisors LLC held 432,445 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 432,445 shares
    Change vs previous 13F +14,331 shares

    9.84% of the 13F portfolio, value $160,021,809.

    13F-HR 0001398344-26-013547 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 418,114 shares
    Change vs previous 13F +1,047 shares

    9.39% of the 13F portfolio, value $134,135,252.

    13F-HR 0001398344-26-008901 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 417,067 shares
    Change vs previous 13F +2,769 shares

    7.42% of the 13F portfolio, value $139,829,978.

    13F-HR 0001398344-26-001120 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 414,298 shares
    Change vs previous 13F +13,984 shares

    7.79% of the 13F portfolio, value $135,960,108.

    13F-HR 0001398344-25-019993 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 400,314 shares
    Change vs previous 13F +2,849 shares

    7.92% of the 13F portfolio, value $121,667,448.

    13F-HR 0001398344-25-014219 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 397,465 shares
    Change vs previous 13F +19,867 shares

    8.05% of the 13F portfolio, value $109,239,390.

    13F-HR 0001398344-25-008521 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 377,598 shares
    Change vs previous 13F +26,786 shares

    8% of the 13F portfolio, value $109,431,606.

    13F-HR 0001398344-25-002201 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 350,812 shares
    Change vs previous 13F not available

    8.47% of the 13F portfolio, value $99,335,884.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).