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

Sage Capital 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 Q2	$4.53M	Sell	6,598 -273	-4%	-$182K	0.94%	37
2026 Q1	$4.11M	Sell	6,871 -60	-0.9%	-$37.5K	0.95%	39
2025 Q4	$4.35M	Buy	6,931 +263	+4%	+$163K	1.03%	33
2025 Q3	$4.08M	Buy	6,668 +188	+3%	+$111K	0.97%	35
2025 Q2	$3.68M	Sell	6,480 -161	-2%	-$84.6K	0.91%	39
2025 Q1	$3.41M	Sell	6,641 -844	-11%	-$456K	0.89%	38
2024 Q4	$4.03M	Buy	7,485 +57	+0.8%	+$30.9K	1.05%	34
2024 Q3	$3.92M	Buy	7,428 +8	+0.1%	+$4.07K	1.02%	34
2024 Q2	$3.71M	Buy	7,420 +37	+0.5%	+$17.8K	1.07%	32
2024 Q1	$3.55M	Buy	7,383 +6	+0.1%	+$2.75K	1.03%	34
2023 Q4	$3.22M	Sell	7,377 -177	-2%	-$72.5K	1.04%	33
2023 Q3	$2.97M	Buy	7,554 +79	+1%	+$32.3K	1.09%	31
2023 Q2	$3.04M	Buy	7,475 +50	+0.7%	+$19.3K	1.07%	35
2023 Q1	$2.79M	Buy	7,425 +671	+10%	+$246K	1.06%	33
2022 Q4	$2.37M	Buy	6,754 +6	+0.1%	+$2.12K	1.05%	33
2022 Q3	$2.21M	Buy	6,748 +5,860	+660%	+$2.14M	1.13%	30
2022 Q2	$308K	Hold	888	–	–	0.15%	82
2022 Q1	$365K	Buy	888 +88	+11%	+$36K	0.15%	81
2021 Q4	$332K	Buy	800 +30	+4%	+$12.7K	0.13%	83
2021 Q3	$304K	Sell	770 -110	-13%	-$44.6K	0.13%	86
2021 Q2	$352K	Buy	880 +113	+15%	+$43.4K	0.14%	84
2021 Q1	$279K	Buy	767 +1	+0.1%	+$355	0.13%	89
2020 Q4	$272K	Buy	766 +2	+0.3%	+$652	0.13%	88
2020 Q3	$235K	Buy	764 +1	+0.1%	+$305	0.14%	84
2020 Q2	$216K	Buy	+763	New	+$205K	0.14%	87
2020 Q1	–	Sell	-747	Closed	-$221K	–	114
2019 Q4	$221K	Buy	747 +3	+0.4%	+$849	0.14%	88
2019 Q3	$203K	Buy	744 +10	+1%	+$2.71K	0.15%	87
2019 Q2	$202K	Buy	+734	New	+$194K	0.14%	87

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sage Capital Advisors's VOO Position: Q2 2026 in Review

Sage Capital Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 4% in Q2 2026, selling an estimated $182K and leaving 6,598 shares worth $4.53M. The position accounts for 0.94% of the portfolio, ranked #37.

Sage Capital Advisors first reported a position in VOO in Q2 2019 and has held it in 28 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sage Capital Advisors held 6,598 shares of Vanguard S&P 500 ETF worth $4.53M as of Q2 2026.
Sage Capital Advisors sold 273 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $182K.
Vanguard S&P 500 ETF made up 0.94% of Sage Capital Advisors's portfolio in Q2 2026, its #37 holding.
Sage Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.