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Sage Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sage Financial Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.2M Sell
53,537
-164
-0.3% -$47K 0.9% 22
2026
Q1 		$14.1M Buy
53,701
+532
+1% +$144K 0.92% 21
2025
Q4 		$13.7M Buy
53,169
+817
+2% +$209K 0.91% 21
2025
Q3 		$13.3M Buy
52,352
+975
+2% +$242K 0.91% 21
2025
Q2 		$12.2M Buy
51,377
+27,721
+117% +$6.18M 0.9% 21
2025
Q1 		$5.25M Buy
23,656
+1,620
+7% +$387K 0.42% 26
2024
Q4 		$5.29M Buy
22,036
+728
+3% +$179K 0.43% 28
2024
Q3 		$5.05M Buy
21,308
+227
+1% +$51.6K 0.41% 25
2024
Q2 		$4.6M Buy
21,081
+2,231
+12% +$490K 0.4% 25
2024
Q1 		$4.31M Sell
18,850
-1,529
-8% -$329K 0.39% 26
2023
Q4 		$4.35M Buy
20,379
+9,074
+80% +$1.75M 0.42% 28
2023
Q3 		$2.14M Buy
11,305
+5
+0% +$996 0.24% 34
2023
Q2 		$2.25M Buy
11,300
+1,103
+11% +$208K 0.24% 33
2023
Q1 		$1.93M Buy
10,197
+1,271
+14% +$246K 0.22% 36
2022
Q4 		$1.64M Sell
8,926
-305
-3% -$56.5K 0.2% 39
2022
Q3 		$1.58M Buy
9,231
+334
+4% +$63.1K 0.22% 32
2022
Q2 		$1.57M Buy
+8,897
New +$1.72M 0.21% 34

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sage Financial Group's VB Position: Q2 2026 in Review

Sage Financial Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.31% in Q2 2026, selling an estimated $47K and leaving 53,537 shares worth $16.2M. The position accounts for 0.9% of the portfolio, ranked #22.

Sage Financial Group first reported a position in VB in Q2 2022 and has held it in 17 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Sage Financial Group held 53,537 shares of Vanguard Morningstar Small-Cap ETF worth $16.2M as of Q2 2026.
  • Sage Financial Group sold 164 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $47K.
  • Vanguard Morningstar Small-Cap ETF made up 0.9% of Sage Financial Group's portfolio in Q2 2026, its #22 holding.
  • Sage Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.