SMA
VOOG icon

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

Sage Mountain Advisors’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$128K Hold
1,884
– – 0.01% 217
2025
Q4 		$139K Buy
1,884
+1,488
+376% +$109K 0.01% 491
2025
Q3 		$28.7K Hold
396
– – ﹤0.01% 525
2025
Q2 		$26.2K Hold
396
– – ﹤0.01% 468
2025
Q1 		$22.1K Hold
396
– – ﹤0.01% 451
2024
Q4 		$24.2K Buy
+396
New +$23.8K ﹤0.01% 443

Other funds holding VOOG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Sage Mountain Advisors held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2026 at 1,884 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #217.

Sage Mountain Advisors first reported a position in VOOG in Q4 2024 and has held it in 6 quarters since. The position peaked at $139K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Sage Mountain Advisors held 1,884 shares of Vanguard S&P 500 Growth ETF worth $128K as of Q1 2026.
  • Sage Mountain Advisors left its Vanguard S&P 500 Growth ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 Growth ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #217 holding.
  • Sage Mountain Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Sage Mountain Advisors's Vanguard S&P 500 Growth ETF position peaked at $139K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

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