Sage Mountain Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Sage Mountain Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$421K	Hold	3,226	–	–	0.03%	153
2026 Q1	$369K	Hold	3,226	–	–	0.03%	153
2025 Q4	$361K	Hold	3,226	–	–	0.02%	349
2025 Q3	$356K	Hold	3,226	–	–	0.02%	340
2025 Q2	$339K	Hold	3,226	–	–	0.02%	302
2025 Q1	$318K	Hold	3,226	–	–	0.02%	291
2024 Q4	$340K	Hold	3,226	–	–	0.02%	265
2024 Q3	$341K	Hold	3,226	–	–	0.03%	258
2024 Q2	$320K	Hold	3,226	–	–	0.03%	239
2024 Q1	$332K	Hold	3,226	–	–	0.03%	219
2023 Q4	$303K	Hold	3,226	–	–	0.04%	199
2023 Q3	$273K	Buy	+3,226	New	+$286K	0.04%	197

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sage Mountain Advisors's IVOO Position: Q2 2026 in Review

Sage Mountain Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 3,226 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #153.

Sage Mountain Advisors first reported a position in IVOO in Q3 2023 and has held it in 12 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Sage Mountain Advisors held 3,226 shares of Vanguard S&P Mid-Cap 400 ETF worth $421K as of Q2 2026.
Sage Mountain Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #153 holding.
Sage Mountain Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and has held it in 12 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.