Sandy Cove Advisors Q2 Portfolio Changes: Significant Buys and One Small Sale
Sandy Cove Advisors, Llc made substantial purchases in Vanguard ETFs (VO, VUG) and iShares (IJH), while reducing their allocation of IGSB. The firm also added T Rowe Price stock (TDVG).
For the quarter ending June 30th, 2026, Sandy Cove Advisors, Llc managed a portfolio valued at $398.18 million.
Across their holdings, the firm made 144 changes to individual positions during this period. This indicates active management and responsiveness to market conditions or investment strategies.
Prominent Purchases
Sandy Cove Advisors significantly increased its position in several Vanguard exchange-traded funds (ETFs). The most notable addition was Vanguard Index Fund ETF Shares (VO), which saw a massive 342.71% increase quarter-over-quarter, representing one of the largest portfolio additions during this period.
Similarly, Sandy Cove Advisors substantially boosted its stake in another Vanguard fund, Vanguard U.S. Growth ETF (VUG), adding over 51,000 shares and increasing the allocation by a significant percentage.
Turning to iShares products, Sandy Cove Advisors made substantial purchases in both iShares Core S&P Small-Cap Index Fund (IJH) and T Rowe Price Equity Income ETF (TDVG). The allocation for IJH increased notably, while TDVG was added entirely as a new position.
The firm also demonstrated strong interest in broad-based index funds by adding Vanguard Total Stock Market ETF (VGT), increasing its stake substantially during the quarter.
Reductions and Exits
In contrast to these large inflows, Sandy Cove Advisors also reduced positions in certain holdings. The firm decreased its allocation of iShares Core MSCI USA Small Cap Index Fund (IGSB), though it remains a part of the portfolio.
Furthermore, while not an outright exit, there was a reduction in allocation for iShares Core Aggregate Bond ETF (AGG). However, this fund remains one of the largest positions overall.
On the selling side, during Q2 2026, Sandy Cove Advisors disposed of a small position in Eaton Vance Senior Floating Rate Term Trust (XEFRX). This ETF had seen significant growth previously but was sold off completely, representing one of the few exits during this period.
Overall, Sandy Cove Advisors' portfolio showed a clear bias towards broad market exposure and specific sectors like Technology and Financial Services through their preferred exchange-traded funds. The changes reflect strategic adjustments focused on large-cap U.S. stocks (VOO/VO), small-cap growth (IJH/IWF), international equities (VEU, VEA), and total stock market exposure (VGT).