Sage Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.1M | Buy |
262,271
+6,967
| +3% | +$540K | 1.17% | 17 |
|
|
2026
Q1 | $18.3M | Buy |
255,304
+12,552
| +5% | +$933K | 1.19% | 17 |
|
|
2025
Q4 | $17.6M | Buy |
242,752
+3,556
| +1% | +$259K | 1.17% | 17 |
|
|
2025
Q3 | $17.6M | Buy |
239,196
+10,000
| +4% | +$718K | 1.19% | 16 |
|
|
2025
Q2 | $16M | Buy |
229,196
+84,428
| +58% | +$5.54M | 1.18% | 16 |
|
|
2025
Q1 | $9.36M | Buy |
144,768
+4,488
| +3% | +$301K | 0.76% | 20 |
|
|
2024
Q4 | $9.26M | Buy |
140,280
+4,944
| +4% | +$336K | 0.75% | 20 |
|
|
2024
Q3 | $8.93M | Buy |
135,336
+368
| +0.3% | +$23.1K | 0.73% | 20 |
|
|
2024
Q2 | $8.17M | Buy |
134,968
+11,036
| +9% | +$671K | 0.71% | 20 |
|
|
2024
Q1 | $7.74M | Sell |
123,932
-4,972
| -4% | -$294K | 0.7% | 23 |
|
|
2023
Q4 | $7.5M | Buy |
128,904
+10,812
| +9% | +$578K | 0.73% | 24 |
|
|
2023
Q3 | $6.15M | Buy |
118,092
+1,108
| +0.9% | +$60.8K | 0.68% | 22 |
|
|
2023
Q2 | $6.44M | Buy |
116,984
+3,608
| +3% | +$189K | 0.68% | 22 |
|
|
2023
Q1 | $5.98M | Buy |
113,376
+13,452
| +13% | +$716K | 0.68% | 22 |
|
|
2022
Q4 | $5.09M | Buy |
99,924
+12
| +0% | +$611 | 0.62% | 26 |
|
|
2022
Q3 | $4.7M | Buy |
99,912
+2,168
| +2% | +$113K | 0.64% | 22 |
|
|
2022
Q2 | $4.81M | Buy |
97,744
+14,788
| +18% | +$799K | 0.64% | 24 |
|
|
2022
Q1 | $4.93M | Sell |
82,956
-828
| -1% | -$48.6K | 0.57% | 24 |
|
|
2021
Q4 | $5.34M | Sell |
83,784
-1,260
| -1% | -$79K | 0.57% | 25 |
|
|
2021
Q3 | $5.03M | Sell |
85,044
-648
| -0.8% | -$39.2K | 0.62% | 24 |
|
|
2021
Q2 | $5.08M | Buy |
85,692
+320
| +0.4% | +$18.5K | 0.63% | 23 |
|
|
2021
Q1 | $4.72M | Sell |
85,372
-1,140
| -1% | -$61.9K | 0.62% | 25 |
|
|
2020
Q4 | $4.47M | Buy |
86,512
+2,020
| +2% | +$97.8K | 0.61% | 24 |
|
|
2020
Q3 | $3.72M | Sell |
84,492
-1,356
| -2% | -$59.1K | 0.61% | 26 |
|
|
2020
Q2 | $3.52M | Buy |
85,848
+38,376
| +81% | +$1.47M | 0.63% | 25 |
|
|
2020
Q1 | $1.56M | Sell |
47,472
-1,636
| -3% | -$67.7K | 0.29% | 30 |
|
|
2019
Q4 | $2.19M | Buy |
49,108
+96
| +0.2% | +$4.12K | 0.3% | 30 |
|
|
2019
Q3 | $2.05M | Buy |
49,012
+2,808
| +6% | +$117K | 0.31% | 30 |
|
|
2019
Q2 | $1.93M | Sell |
46,204
-1,252
| -3% | -$51.2K | 0.29% | 31 |
|
|
2019
Q1 | $1.91M | Sell |
47,456
-632
| -1% | -$24.3K | 0.3% | 30 |
|
|
2018
Q4 | $1.66M | Sell |
48,088
-704
| -1% | -$26.4K | 0.28% | 34 |
|
|
2018
Q3 | $2M | Sell |
48,792
-392
| -0.8% | -$16K | 0.39% | 24 |
|
|
2018
Q2 | $1.94M | Sell |
49,184
-2,380
| -5% | -$93.4K | 0.42% | 21 |
|
|
2018
Q1 | $1.99M | Buy |
51,564
+2,276
| +5% | +$89.6K | 0.44% | 20 |
|
|
2017
Q4 | $1.91M | Buy |
49,288
+4,668
| +10% | +$176K | 0.37% | 24 |
|
|
2017
Q3 | $1.64M | Buy |
44,620
+236
| +0.5% | +$8.51K | 0.36% | 19 |
|
|
2017
Q2 | $1.58M | Buy |
44,384
+2,128
| +5% | +$75.2K | 0.36% | 19 |
|
|
2017
Q1 | $1.47M | Sell |
42,256
-5,224
| -11% | -$179K | 0.36% | 20 |
|
|
2016
Q4 | $1.56M | Buy |
47,480
+6,120
| +15% | +$198K | 0.4% | 23 |
|
|
2016
Q3 | $1.34M | Buy |
+41,360
| New | +$1.33M | 0.38% | 21 |
|
|
2016
Q1 | – | Sell |
-19,244
| Closed | -$578K | – | 62 |
|
|
2015
Q4 | $578K | Buy |
+19,244
| New | +$587K | 0.19% | 26 |
|
|
2015
Q1 | – | Sell |
-58,564
| Closed | -$1.31M | – | 45 |
|
|
2014
Q4 | $1.31M | Buy |
+58,564
| New | +$1.77M | 0.49% | 14 |
|
Other funds holding VO
Sage Financial Group's VO Position: Q2 2026 in Review
Sage Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q2 2026, buying an estimated $540K and bringing the position to 262,271 shares worth $21.1M. The position accounts for 1.17% of the portfolio, ranked #17.
Sage Financial Group first reported a position in VO in Q4 2014 and has held it in 42 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Sage Financial Group held 262,271 shares of Vanguard Morningstar Mid-Cap ETF worth $21.1M as of Q2 2026.
- Sage Financial Group bought 6,967 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $540K.
- Vanguard Morningstar Mid-Cap ETF made up 1.17% of Sage Financial Group's portfolio in Q2 2026, its #17 holding.
- Sage Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 42 quarters since.
- 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.