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 Q3	$305K	Hold	2,408	–	–	0.02%	171
2026 Q2	$331K	Hold	2,408	–	–	0.02%	174
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

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

Sage Mountain Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q3 2026 at 2,408 shares worth $305K. 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 13 quarters since. The position peaked at $331K in Q2 2026. 346 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

Sage Mountain Advisors held 2,408 shares of Vanguard S&P Small-Cap 600 ETF worth $305K as of Q3 2026.
Sage Mountain Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q3 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q3 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 13 quarters since.
Sage Mountain Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $331K in Q2 2026.
346 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

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