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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207K	Hold	1,762	–	–	0.01%	215
2026 Q1	$179K	Hold	1,762	–	–	0.01%	202
2025 Q4	$172K	Hold	1,762	–	–	0.01%	481
2025 Q3	$168K	Sell	1,762 -128	-7%	-$11.7K	0.01%	471
2025 Q2	$162K	Hold	1,890	–	–	0.01%	416
2025 Q1	$159K	Hold	1,890	–	–	0.01%	390
2024 Q4	$176K	Hold	1,890	–	–	0.01%	383
2024 Q3	$175K	Hold	1,890	–	–	0.01%	391
2024 Q2	$158K	Hold	1,890	–	–	0.01%	348
2024 Q1	$167K	Hold	1,890	–	–	0.02%	329
2023 Q4	$167K	Hold	1,890	–	–	0.02%	270
2023 Q3	$146K	Buy	+1,890	New	+$155K	0.02%	268

Other funds holding VIOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

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

Sage Mountain Advisors held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q2 2026 at 1,762 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #215.

Sage Mountain Advisors first reported a position in VIOV in Q3 2023 and has held it in 12 quarters since. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Sage Mountain Advisors held 1,762 shares of Vanguard S&P Small-Cap 600 Value ETF worth $207K as of Q2 2026.
Sage Mountain Advisors left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #215 holding.
Sage Mountain Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2023 and has held it in 12 quarters since.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

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