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Sage Mountain Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sage Mountain Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.06M Buy
62,803
+3
+0% +$233 0.31% 40
2026
Q1 		$4.51M Sell
62,800
-28,756
-31% -$2.14M 0.32% 39
2025
Q4 		$6.64M Buy
91,556
+29,076
+47% +$2.12M 0.35% 43
2025
Q3 		$4.59M Hold
62,480
– – 0.26% 52
2025
Q2 		$4.37M Sell
62,480
-16,480
-21% -$1.08M 0.28% 47
2025
Q1 		$5.11M Hold
78,960
– – 0.38% 37
2024
Q4 		$5.21M Buy
78,960
+7,156
+10% +$486K 0.38% 38
2024
Q3 		$4.74M Sell
71,804
-7,160
-9% -$450K 0.4% 34
2024
Q2 		$4.78M Buy
78,964
+71,804
+1,003% +$4.36M 0.44% 33
2024
Q1 		$447K Hold
7,160
– – 0.05% 176
2023
Q4 		$416K Hold
7,160
– – 0.05% 152
2023
Q3 		$373K Hold
7,160
– – 0.05% 152
2023
Q2 		$394K Hold
7,160
– – 0.06% 143
2023
Q1 		$378K Buy
7,160
+28
+0.4% +$1.49K 0.06% 135
2022
Q4 		$363K Buy
7,132
+36
+0.5% +$1.83K 0.08% 90
2022
Q3 		$333K Sell
7,096
-1,028
-13% -$53.7K 0.09% 101
2022
Q2 		$400K Buy
8,124
+1,060
+15% +$57.3K 0.07% 259
2022
Q1 		$420K Sell
7,064
-260
-4% -$15.3K 0.07% 297
2021
Q4 		$466K Buy
+7,324
New +$459K 0.06% 325
2021
Q3 		– Sell
-884
Closed -$52K – 594
2021
Q2 		$52K Buy
+884
New +$51.2K 0.01% 474
2021
Q1 		– Sell
-504
Closed -$26K – 470
2020
Q4 		$26K Buy
+504
New +$24.4K 0.01% 246

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sage Mountain Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0% in Q2 2026, buying an estimated $233 and bringing the position to 62,803 shares worth $5.06M. The position accounts for 0.31% of the portfolio, ranked #40.

Sage Mountain Advisors first reported a position in VO in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.64M in Q4 2025. 1,894 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sage Mountain Advisors held 62,803 shares of Vanguard Morningstar Mid-Cap ETF worth $5.06M as of Q2 2026.
  • Sage Mountain Advisors bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $233.
  • Vanguard Morningstar Mid-Cap ETF made up 0.31% of Sage Mountain Advisors's portfolio in Q2 2026, its #40 holding.
  • Sage Mountain Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Sage Mountain Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $6.64M in Q4 2025.
  • 1,894 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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