Sage Mountain Advisors
VOO icon

Sage Mountain Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Sage Mountain Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$51M Sell
72,792
-1,234
-2% -$862K 3.01% 6
2026
Q2 		$50.8M Sell
74,026
-7,720
-9% -$5.15M 3.13% 6
2026
Q1 		$48.8M Sell
81,746
-1,090
-1% -$682K 3.42% 6
2025
Q4 		$51.9M Buy
82,836
+1,026
+1% +$638K 2.75% 6
2025
Q3 		$50.1M Sell
81,810
-1,195
-1% -$704K 2.87% 6
2025
Q2 		$47.1M Buy
83,005
+441
+0.5% +$232K 3.07% 6
2025
Q1 		$42.4M Sell
82,564
-3,551
-4% -$1.92M 3.13% 6
2024
Q4 		$46.4M Sell
86,115
-3,072
-3% -$1.66M 3.39% 5
2024
Q3 		$47.1M Sell
89,187
-446
-0.5% -$227K 4.01% 5
2024
Q2 		$44.8M Sell
89,633
-932
-1% -$448K 4.14% 5
2024
Q1 		$43.5M Sell
90,565
-75
-0.1% -$34.3K 4.52% 5
2023
Q4 		$39.6M Sell
90,640
-486
-0.5% -$199K 4.59% 5
2023
Q3 		$35.8M Sell
91,126
-3,347
-4% -$1.37M 4.92% 5
2023
Q2 		$38.5M Buy
94,473
+1,489
+2% +$574K 5.48% 5
2023
Q1 		$35M Sell
92,984
-217
-0.2% -$79.6K 5.64% 5
2022
Q4 		$32.7M Buy
93,201
+1,134
+1% +$401K 7.45% 5
2022
Q3 		$30.2M Sell
92,067
-416
-0.4% -$152K 8.04% 3
2022
Q2 		$32.1M Sell
92,483
-1,774
-2% -$668K 5.68% 2
2022
Q1 		$39.1M Sell
94,257
-108
-0.1% -$44.2K 6.12% 2
2021
Q4 		$41.2M Sell
94,365
-2,230
-2% -$941K 4.94% 3
2021
Q3 		$38.1M Sell
96,595
-398
-0.4% -$161K 5.49% 3
2021
Q2 		$38.2M Buy
96,993
+10
+0% +$3.84K 6.31% 3
2021
Q1 		$35.3M Buy
96,983
+19,709
+26% +$6.99M 7.51% 2
2020
Q4 		$26.6M Buy
+77,274
New +$25.2M 8.69% 2

Other funds holding VOO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

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

Sage Mountain Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q3 2026, selling an estimated $862K and leaving 72,792 shares worth $51M. The position accounts for 3.01% of the portfolio, ranked #6.

Sage Mountain Advisors first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. The position peaked at $51.9M in Q4 2025. 3,378 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Sage Mountain Advisors held 72,792 shares of Vanguard S&P 500 ETF worth $51M as of Q3 2026.
  • Sage Mountain Advisors sold 1,234 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $862K.
  • Vanguard S&P 500 ETF made up 3.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #6 holding.
  • Sage Mountain Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • Sage Mountain Advisors's Vanguard S&P 500 ETF position peaked at $51.9M in Q4 2025.
  • 3,378 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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