Sage Financial Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.4M | Sell |
103,488
-603
| -0.6% | -$117K | 1.13% | 18 |
|
|
2026
Q1 | $19.2M | Buy |
104,091
+228
| +0.2% | +$42.6K | 1.25% | 16 |
|
|
2025
Q4 | $18.4M | Buy |
103,863
+362
| +0.3% | +$63.4K | 1.22% | 16 |
|
|
2025
Q3 | $18.1M | Sell |
103,501
-977
| -0.9% | -$166K | 1.23% | 15 |
|
|
2025
Q2 | $17.2M | Sell |
104,478
-2,292
| -2% | -$363K | 1.27% | 15 |
|
|
2025
Q1 | $17.1M | Sell |
106,770
-527
| -0.5% | -$86.2K | 1.38% | 13 |
|
|
2024
Q4 | $17.4M | Sell |
107,297
-851
| -0.8% | -$144K | 1.4% | 11 |
|
|
2024
Q3 | $18.1M | Sell |
108,148
-223
| -0.2% | -$35.5K | 1.48% | 11 |
|
|
2024
Q2 | $16.3M | Buy |
108,371
+955
| +0.9% | +$145K | 1.41% | 11 |
|
|
2024
Q1 | $16.7M | Sell |
107,416
-664
| -0.6% | -$97.5K | 1.51% | 11 |
|
|
2023
Q4 | $15.7M | Sell |
108,080
-1,166
| -1% | -$157K | 1.53% | 11 |
|
|
2023
Q3 | $14.3M | Buy |
109,246
+784
| +0.7% | +$109K | 1.59% | 11 |
|
|
2023
Q2 | $15M | Buy |
108,462
+1,059
| +1% | +$141K | 1.59% | 11 |
|
|
2023
Q1 | $14.4M | Buy |
107,403
+5,950
| +6% | +$825K | 1.63% | 11 |
|
|
2022
Q4 | $13.7M | Sell |
101,453
-329
| -0.3% | -$44.1K | 1.67% | 11 |
|
|
2022
Q3 | $12.4M | Buy |
101,782
+755
| +0.7% | +$102K | 1.7% | 12 |
|
|
2022
Q2 | $13.1M | Sell |
101,027
-1,110
| -1% | -$157K | 1.73% | 11 |
|
|
2022
Q1 | $15.3M | Sell |
102,137
-1,527
| -1% | -$225K | 1.78% | 11 |
|
|
2021
Q4 | $15.6M | Sell |
103,664
-891
| -0.9% | -$131K | 1.66% | 12 |
|
|
2021
Q3 | $14.6M | Sell |
104,555
-1,807
| -2% | -$257K | 1.8% | 11 |
|
|
2021
Q2 | $14.9M | Sell |
106,362
-1,200
| -1% | -$170K | 1.84% | 10 |
|
|
2021
Q1 | $14.5M | Sell |
107,562
-6,542
| -6% | -$838K | 1.9% | 9 |
|
|
2020
Q4 | $13.6M | Buy |
114,104
+313
| +0.3% | +$35.1K | 1.86% | 10 |
|
|
2020
Q3 | $11.5M | Buy |
113,791
+6,853
| +6% | +$694K | 1.89% | 9 |
|
|
2020
Q2 | $10.2M | Sell |
106,938
-3,309
| -3% | -$303K | 1.84% | 9 |
|
|
2020
Q1 | $8.96M | Sell |
110,247
-12,766
| -10% | -$1.37M | 1.69% | 10 |
|
|
2019
Q4 | $14.7M | Sell |
123,013
-451
| -0.4% | -$52K | 2.01% | 10 |
|
|
2019
Q3 | $14M | Sell |
123,464
-562
| -0.5% | -$62.4K | 2.08% | 8 |
|
|
2019
Q2 | $13.8M | Sell |
124,026
-532
| -0.4% | -$58.3K | 2.05% | 8 |
|
|
2019
Q1 | $13.4M | Sell |
124,558
-302
| -0.2% | -$31.7K | 2.08% | 9 |
|
|
2018
Q4 | $11.9M | Sell |
124,860
-13,458
| -10% | -$1.41M | 1.99% | 9 |
|
|
2018
Q3 | $15.6M | Buy |
138,318
+465
| +0.3% | +$52.8K | 3.08% | 6 |
|
|
2018
Q2 | $15.2M | Buy |
137,853
+4,683
| +4% | +$519K | 3.27% | 5 |
|
|
2018
Q1 | $14.6M | Buy |
133,170
+2,026
| +2% | +$228K | 3.22% | 5 |
|
|
2017
Q4 | $14.6M | Sell |
131,144
-97
| -0.1% | -$10.5K | 2.84% | 7 |
|
|
2017
Q3 | $13.9M | Sell |
131,241
-1,988
| -1% | -$207K | 3.04% | 6 |
|
|
2017
Q2 | $13.7M | Buy |
133,229
+4,563
| +4% | +$467K | 3.15% | 6 |
|
|
2017
Q1 | $13.1M | Sell |
128,666
-664
| -0.5% | -$66.9K | 3.21% | 6 |
|
|
2016
Q4 | $12.6M | Buy |
129,330
+3,269
| +3% | +$310K | 3.22% | 7 |
|
|
2016
Q3 | $11.8M | Buy |
126,061
+7,191
| +6% | +$665K | 3.38% | 6 |
|
|
2016
Q2 | $10.6M | Buy |
118,870
+9,387
| +9% | +$826K | 3.36% | 6 |
|
|
2016
Q1 | $9.54M | Buy |
109,483
+13,646
| +14% | +$1.11M | 3.33% | 6 |
|
|
2015
Q4 | $8.24M | Buy |
95,837
+78,404
| +450% | +$6.85M | 2.68% | 8 |
|
|
2015
Q3 | $1.45M | Buy |
17,433
+5,761
| +49% | +$511K | 0.52% | 14 |
|
|
2015
Q2 | $1.06M | Buy |
11,672
+939
| +9% | +$86.9K | 0.5% | 13 |
|
|
2015
Q1 | $986K | Buy |
+10,733
| New | +$969K | 0.47% | 13 |
|
|
2014
Q1 | – | Sell |
-9,915
| Closed | -$791K | – | 54 |
|
|
2013
Q4 | $791K | Buy |
+9,915
| New | +$765K | 0.38% | 13 |
|
Other funds holding VOE
EWA
Sage Financial Group's VOE Position: Q2 2026 in Review
Sage Financial Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.58% in Q2 2026, selling an estimated $117K and leaving 103,488 shares worth $20.4M. The position accounts for 1.13% of the portfolio, ranked #18.
Sage Financial Group first reported a position in VOE in Q4 2013 and has held it in 47 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Sage Financial Group held 103,488 shares of Vanguard Morningstar Mid-Cap Value ETF worth $20.4M as of Q2 2026.
- Sage Financial Group sold 603 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $117K.
- Vanguard Morningstar Mid-Cap Value ETF made up 1.13% of Sage Financial Group's portfolio in Q2 2026, its #18 holding.
- Sage Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2013 and has held it in 47 quarters since.
- 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.