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 Q3	$393K	Hold	3,226	–	–	0.02%	157
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

Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Sage Mountain Advisors's IVOO Position: Q3 2026 in Review

Sage Mountain Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2026 at 3,226 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #157.

Sage Mountain Advisors first reported a position in IVOO in Q3 2023 and has held it in 13 quarters since. The position peaked at $421K in Q2 2026. 174 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Sage Mountain Advisors held 3,226 shares of Vanguard S&P Mid-Cap 400 ETF worth $393K as of Q3 2026.
Sage Mountain Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q3 2026, its #157 holding.
Sage Mountain Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and has held it in 13 quarters since.
Sage Mountain Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $421K in Q2 2026.
174 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.