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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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return