SMA
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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Sage Mountain Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q1 2026, selling an estimated $682K and leaving 81,746 shares worth $48.8M. The position accounts for 3.42% of the portfolio, ranked #6.

Sage Mountain Advisors first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $51.9M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Sage Mountain Advisors held 81,746 shares of Vanguard S&P 500 ETF worth $48.8M as of Q1 2026.
  • Sage Mountain Advisors sold 1,090 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $682K.
  • Vanguard S&P 500 ETF made up 3.42% of Sage Mountain Advisors's portfolio in Q1 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 22 quarters since.
  • Sage Mountain Advisors's Vanguard S&P 500 ETF position peaked at $51.9M in Q4 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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