Sage Mountain Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$277K	Hold	2,408	–	–	0.02%	171
2025 Q4	$267K	Hold	2,408	–	–	0.01%	411
2025 Q3	$266K	Sell	2,408 -220	-8%	-$23.5K	0.02%	396
2025 Q2	$266K	Hold	2,628	–	–	0.02%	357
2025 Q1	$254K	Hold	2,628	–	–	0.02%	334
2024 Q4	$279K	Hold	2,628	–	–	0.02%	309
2024 Q3	$284K	Hold	2,628	–	–	0.02%	298
2024 Q2	$258K	Hold	2,628	–	–	0.02%	290
2024 Q1	$267K	Hold	2,628	–	–	0.03%	260
2023 Q4	$261K	Hold	2,628	–	–	0.03%	221
2023 Q3	$230K	Buy	+2,628	New	+$242K	0.03%	220

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sage Mountain Advisors's VIOO Position: Q1 2026 in Review

Sage Mountain Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q1 2026 at 2,408 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #171.

Sage Mountain Advisors first reported a position in VIOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $284K in Q3 2024. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Sage Mountain Advisors held 2,408 shares of Vanguard S&P Small-Cap 600 ETF worth $277K as of Q1 2026.
Sage Mountain Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #171 holding.
Sage Mountain Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2023 and has held it in 11 quarters since.
Sage Mountain Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $284K in Q3 2024.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.