Sage Mountain Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1832274
ATLANTA, GA
Position in VIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$951,425
-$1,483,078 QoQ
Shares Held
4,424
-60.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $951,425 | 4,424 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,434,503 | 11,077 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $915,165 | 4,241 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $926,541 | 4,527 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $878,192 | 4,527 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $886,522 | 4,527 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $267,182 | 1,349 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $774,377 | 4,242 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $648,082 | 3,549 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $604,749 | 3,549 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $551,443 | 3,549 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $576,464 | 3,549 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $546,581 | 3,549 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $536,486 | 3,533 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $425,078 | 3,145 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $448,917 | 3,129 | Shares | Sole | 2022-08-25 | |
| 2022-03-31 | $507,560 | 3,130 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $631,181 | 3,675 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||