Sage Mountain Advisors LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1832274 ATLANTA, GA

Position in VB

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$11,527,361

-$1,708,053 QoQ

Shares Held

44,011

-14.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

4.66%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,527,361	44,011	-14.2%	Shares	Sole	2026-05-11
2025-12-31	$13,235,414	51,310	+13.3%	Shares	Sole	2026-01-23
2025-09-30	$11,511,001	45,269	-0.2%	Shares	Sole	2025-10-29
2025-06-30	$10,744,673	45,340	-0.2%	Shares	Sole	2025-07-31
2025-03-31	$10,074,546	45,432	-1.1%	Shares	Sole	2025-05-02
2024-12-31	$11,036,540	45,932	-0.6%	Shares	Sole	2025-02-07
2024-09-30	$10,965,269	46,226	-0.9%	Shares	Sole	2024-10-29
2024-06-30	$10,173,528	46,659	-2.0%	Shares	Sole	2024-07-31
2024-03-31	$10,884,541	47,616	-2.5%	Shares	Sole	2024-04-23
2023-12-31	$10,419,890	48,844	-1.6%	Shares	Sole	2024-02-01
2023-09-30	$9,381,464	49,619	-3.4%	Shares	Sole	2023-10-25
2023-06-30	$10,217,575	51,373	-1.0%	Shares	Sole	2023-07-24
2023-03-31	$9,835,510	51,886	+18.4%	Shares	Sole	2023-04-25
2022-12-31	$8,040,153	43,806	-32.1%	Shares	Sole	2023-02-01
2022-09-30	$11,032,924	64,554	-2.5%	Shares	Sole	2022-10-31
2022-06-30	$11,665,350	66,239	-2.8%	Shares	Sole	2022-08-25
2022-03-31	$14,479,837	68,134	-0.9%	Shares	Sole	2022-08-25
2021-12-31	$15,545,645	68,783	-1.1%	Shares	Sole	2022-02-02
2021-09-30	$15,215,495	69,582	-0.6%	Shares	Sole	2021-11-01
2021-06-30	$15,766,446	69,986	-5.1%	Shares	Sole	2021-07-22
2021-03-31	$15,780,907	73,715	+16.4%	Shares	Sole	2021-05-10
2020-12-31	$12,325,190	63,310	—	Shares	Sole	2021-03-01
No filing history on record for this holder in this stock.