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 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Sage Mountain Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 2,408 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #174.

Sage Mountain Advisors first reported a position in VIOO in Q3 2023 and has held it in 12 quarters since. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Sage Mountain Advisors held 2,408 shares of Vanguard S&P Small-Cap 600 ETF worth $331K as of Q2 2026.
Sage Mountain Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #174 holding.
Sage Mountain Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2023 and has held it in 12 quarters since.
407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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