Sage Mountain Advisors LLC VGIT holdings history
VANGUARD INTERMEDIATE-TERM T · CUSIP 92206C706 · CIK 1832274
As of 2026-06-30, Sage Mountain Advisors LLC reported 776.96K VGIT (shares), valued at $45.82M, or 2.82% of its reported non-derivative portfolio. Filed 2026-08-05.
Verify history & sources →Shares increased 8.84%; reported value increased 7.80%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.82% | 776,955 | SEC filing ↗Filed Aug 5, 2026 |
| Q1 2026 | 2.97% | 713,836 | SEC filing ↗Filed May 11, 2026Combination report |
| Q4 2025 | 2.03% | 639,752 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 1.97% | 571,403 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 1.45% | 373,584 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 1.17% | 267,815 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 0.93% | 219,343 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 0.01% | 1,803 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 0.01% | 1,803 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 0.01% | 1,803 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 0.01% | 1,803 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 0.01% | 1,803 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.01% | 1,803 | $103.04K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 0.01% | 1,803 | $106.95K | Shares unchanged; reported value increased 3.80%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 0.01% | 1,803 | $105.57K | Shares unchanged; reported value decreased 1.30%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 0.01% | 1,803 | $104.99K | Shares unchanged; reported value decreased 0.55%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 0.01% | 1,803 | $108.94K | Shares unchanged; reported value increased 3.76%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 0.93% | 219,343 | $12.72M | Shares increased 12065.45%; reported value increased 11578.21%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 1.17% | 267,815 | $15.91M | Shares increased 22.10%; reported value increased 25.05%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 1.45% | 373,584 | $22.34M | Shares increased 39.49%; reported value increased 40.46%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 1.97% | 571,403 | $34.30M | Shares increased 52.95%; reported value increased 53.51%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 2.03% | 639,752 | $38.34M | Shares increased 11.96%; reported value increased 11.78%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 2.97% | 713,836 | $42.51M | Shares increased 11.58%; reported value increased 10.87%, and weight changed +0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 2.82% | 776,955 | $45.82M | Shares increased 8.84%; reported value increased 7.80%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2026 |
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