Sage Mountain Advisors LLC Vanguard Specialized Funds Van Transaction History
Sage Mountain Advisors LLC
- $1.7 Billion
- Q3 2025
A detailed history of Sage Mountain Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 3,983 shares of VNQ stock, worth $356,836. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,983
Previous 3,754
6.1%
Holding current value
$356,836
Previous $334,000
8.98%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding VNQ
# of Institutions
1,933Shares Held
237MCall Options Held
1.07MPut Options Held
1.31M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio