Sage Mountain Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$165K	Buy	894 +1	+0.1%	+$187	0.01%	209
2025 Q4	$158K	Buy	893 +181	+25%	+$31.7K	0.01%	489
2025 Q3	$124K	Hold	712	–	–	0.01%	483
2025 Q2	$117K	Hold	712	–	–	0.01%	431
2025 Q1	$114K	Sell	712 -14	-2%	-$2.29K	0.01%	406
2024 Q4	$117K	Hold	726	–	–	0.01%	402
2024 Q3	$122K	Hold	726	–	–	0.01%	409
2024 Q2	$109K	Sell	726 -91	-11%	-$13.8K	0.01%	364
2024 Q1	$127K	Buy	817 +91	+13%	+$13.4K	0.01%	337
2023 Q4	$105K	Buy	726 +677	+1,382%	+$90.9K	0.01%	291
2023 Q3	$6.42K	Buy	49 +35	+250%	+$4.85K	﹤0.01%	338
2023 Q2	$1.94K	Hold	14	–	–	﹤0.01%	346
2023 Q1	$1.88K	Buy	+14	New	+$1.94K	﹤0.01%	328
2022 Q4	–	Sell	-177	Closed	-$22K	–	316
2022 Q3	$22K	Hold	177	–	–	0.01%	331
2022 Q2	$23K	Hold	177	–	–	﹤0.01%	566
2022 Q1	$27K	Hold	177	–	–	﹤0.01%	575
2021 Q4	$27K	Buy	177 +1	+0.6%	+$147	﹤0.01%	639
2021 Q3	$25K	Hold	176	–	–	﹤0.01%	546
2021 Q2	$25K	Buy	176 +1	+0.6%	+$141	﹤0.01%	496
2021 Q1	$24K	Buy	175 +1	+0.6%	+$128	0.01%	426
2020 Q4	$21K	Buy	+174	New	+$19.5K	0.01%	250

Other funds holding VOE

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

Sage Mountain Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.11% in Q1 2026, buying an estimated $187 and bringing the position to 894 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #209.

Sage Mountain Advisors first reported a position in VOE in Q4 2020 and has held it in 21 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Sage Mountain Advisors held 894 shares of Vanguard Mid-Cap Value ETF worth $165K as of Q1 2026.
Sage Mountain Advisors bought 1 Vanguard Mid-Cap Value ETF share in Q1 2026, an estimated $187.
Vanguard Mid-Cap Value ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #209 holding.
Sage Mountain Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 21 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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