Sage Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $55.8M | Sell |
81,282
-239
| -0.3% | -$159K | 3.09% | 9 |
|
|
2026
Q1 | $48.7M | Sell |
81,521
-86
| -0.1% | -$53.8K | 3.17% | 9 |
|
|
2025
Q4 | $51.2M | Sell |
81,607
-304
| -0.4% | -$189K | 3.39% | 6 |
|
|
2025
Q3 | $50.2M | Sell |
81,911
-12
| -0% | -$7.07K | 3.41% | 6 |
|
|
2025
Q2 | $46.5M | Buy |
81,923
+21,091
| +35% | +$11.1M | 3.44% | 6 |
|
|
2025
Q1 | $31.3M | Buy |
60,832
+71
| +0.1% | +$38.4K | 2.52% | 7 |
|
|
2024
Q4 | $32.7M | Buy |
60,761
+1,934
| +3% | +$1.05M | 2.63% | 6 |
|
|
2024
Q3 | $31M | Buy |
58,827
+679
| +1% | +$345K | 2.54% | 6 |
|
|
2024
Q2 | $29.1M | Sell |
58,148
-636
| -1% | -$306K | 2.52% | 6 |
|
|
2024
Q1 | $28.3M | Buy |
58,784
+36
| +0.1% | +$16.5K | 2.54% | 7 |
|
|
2023
Q4 | $25.7M | Sell |
58,748
-1,131
| -2% | -$463K | 2.5% | 7 |
|
|
2023
Q3 | $23.5M | Buy |
59,879
+42
| +0.1% | +$17.2K | 2.61% | 7 |
|
|
2023
Q2 | $24.4M | Buy |
59,837
+302
| +0.5% | +$117K | 2.58% | 7 |
|
|
2023
Q1 | $22.4M | Buy |
59,535
+6,668
| +13% | +$2.45M | 2.54% | 7 |
|
|
2022
Q4 | $18.6M | Sell |
52,867
-262
| -0.5% | -$92.6K | 2.26% | 8 |
|
|
2022
Q3 | $17.4M | Buy |
53,129
+2,760
| +5% | +$1.01M | 2.39% | 8 |
|
|
2022
Q2 | $17.5M | Sell |
50,369
-333
| -0.7% | -$125K | 2.31% | 8 |
|
|
2022
Q1 | $21.1M | Buy |
50,702
+662
| +1% | +$271K | 2.45% | 8 |
|
|
2021
Q4 | $21.8M | Buy |
50,040
+54
| +0.1% | +$22.8K | 2.33% | 9 |
|
|
2021
Q3 | $19.7M | Buy |
49,986
+221
| +0.4% | +$89.7K | 2.42% | 8 |
|
|
2021
Q2 | $19.6M | Sell |
49,765
-1,088
| -2% | -$418K | 2.41% | 8 |
|
|
2021
Q1 | $18.5M | Hold |
50,853
| – | – | 2.43% | 8 |
|
|
2020
Q4 | $17.5M | Buy |
50,853
+5,827
| +13% | +$1.9M | 2.4% | 8 |
|
|
2020
Q3 | $13.9M | Buy |
45,026
+7,071
| +19% | +$2.15M | 2.27% | 7 |
|
|
2020
Q2 | $10.8M | Buy |
37,955
+2,523
| +7% | +$679K | 1.94% | 7 |
|
|
2020
Q1 | $8.39M | Sell |
35,432
-32,503
| -48% | -$9.11M | 1.58% | 11 |
|
|
2019
Q4 | $20.1M | Sell |
67,935
-16
| -0% | -$4.53K | 2.76% | 7 |
|
|
2019
Q3 | $18.5M | Hold |
67,951
| – | – | 2.76% | 6 |
|
|
2019
Q2 | $18.3M | Hold |
67,951
| – | – | 2.71% | 6 |
|
|
2019
Q1 | $17.6M | Buy |
67,951
+2,212
| +3% | +$553K | 2.73% | 6 |
|
|
2018
Q4 | $15.1M | Buy |
65,739
+3,352
| +5% | +$830K | 2.52% | 8 |
|
|
2018
Q3 | $16.7M | Buy |
62,387
+3,607
| +6% | +$944K | 3.28% | 5 |
|
|
2018
Q2 | $14.7M | Buy |
58,780
+7,381
| +14% | +$1.83M | 3.15% | 6 |
|
|
2018
Q1 | $12.4M | Buy |
51,399
+911
| +2% | +$229K | 2.75% | 6 |
|
|
2017
Q4 | $12.4M | Buy |
50,488
+6,950
| +16% | +$1.66M | 2.41% | 8 |
|
|
2017
Q3 | $10M | Buy |
43,538
+5,980
| +16% | +$1.35M | 2.2% | 9 |
|
|
2017
Q2 | $8.34M | Buy |
37,558
+4,406
| +13% | +$970K | 1.92% | 9 |
|
|
2017
Q1 | $7.17M | Buy |
33,152
+4,087
| +14% | +$872K | 1.76% | 10 |
|
|
2016
Q4 | $5.97M | Buy |
29,065
+3,971
| +16% | +$797K | 1.53% | 11 |
|
|
2016
Q3 | $4.99M | Buy |
25,094
+1,758
| +8% | +$349K | 1.43% | 12 |
|
|
2016
Q2 | $4.49M | Buy |
23,336
+3,029
| +15% | +$577K | 1.42% | 10 |
|
|
2016
Q1 | $3.83M | Buy |
20,307
+3,480
| +21% | +$623K | 1.34% | 10 |
|
|
2015
Q4 | $3.15M | Buy |
+16,827
| New | +$3.17M | 1.03% | 12 |
|
Other funds holding VOO
AA
Sage Financial Group's VOO Position: Q2 2026 in Review
Sage Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.29% in Q2 2026, selling an estimated $159K and leaving 81,282 shares worth $55.8M. The position accounts for 3.09% of the portfolio, ranked #9.
Sage Financial Group first reported a position in VOO in Q4 2015 and has held it in 43 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Sage Financial Group held 81,282 shares of Vanguard S&P 500 ETF worth $55.8M as of Q2 2026.
- Sage Financial Group sold 239 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $159K.
- Vanguard S&P 500 ETF made up 3.09% of Sage Financial Group's portfolio in Q2 2026, its #9 holding.
- Sage Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 43 quarters since.
- 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.