Sage Rhino Capital Llc Investment Activity in Q2 2026

For the period leading up to June 30th, 2026, Sage Rhino Capital Llc demonstrated significant activity within its portfolio. The total portfolio value stood at $581,457,533 as of that date.

Overall Portfolio Changes

The investor's holdings saw substantial shifts during this quarter. There was a notable increase in the number of shares held across several positions, while others experienced significant reductions or were exited entirely. The portfolio now includes 366 distinct holdings with an overall top five concentration representing 15.45%.

Purchasing Focus

Sage Rhino Capital Llc showed strong buying interest in certain Vanguard funds and Dimensional ETFs during Q2 2026:

• Vanguard Index Funds (VO) saw a massive increase of over 248,000 shares.
• Their investment in Vanguard Scottsdale Fund (VCSH) also surged significantly by more than 128,000 shares.
• A new position was initiated with the Dimensional ETF Trust (DFGR) which now represents a notable allocation of $4.6 million or approximately 0.76%.

Selling and Exits

Conversely, the investor reduced positions in several areas:

• The Vanguard Bond fund (VWOB) experienced a moderate decrease.
• They completely exited their position in Bondbloxx ETF Trust (XBB). This fund's allocation dropped to just $0.4 million or 0.07%.
• There was a significant reduction in holdings of gold-related ETFs, specifically the iShares Gold Trust (IAU). The position decreased by nearly $4.2 million or about -81.2%.
• Several other holdings also saw substantial reductions, including INVESCO Exchange Traded Fund Trust (RSPT) and Janus Detroit Small Cap Stock Fund (JAAA).

Sector Insights

The investor's activity appears to favor broad-based index funds and ETFs:

• Significant buying occurred in Vanguard Index Funds (VO) and Vanguard Scottsdale Fund (VCIT/VCSH).
• A new position was added to the Dimensional ETF Trust category, which includes funds focused on factor investing.
• The Technology sector saw a small allocation increase with the addition of Vistance Networks Inc (COMM), though this was minor compared to other sectors.

In summary, Sage Rhino Capital Llc's portfolio for Q2 2026 shows a continued focus on diversified index funds and ETFs. They significantly increased their exposure in Vanguard Index Funds (VO) and Scottsdale funds (VCSH/VCIT), while reducing positions in fixed income products like Bondbloxx (XBB) and gold-related holdings (IAU). Further details can be explored by visiting the investor profile at https://www.insiderset.com/institutions/sage-rhino-capital-llc or checking individual stock pages for more information.