SFG
VTI icon

Sage Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sage Financial Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.44M Buy
9,291
+100
+1% +$35.8K 0.19% 38
2026
Q1 		$2.95M Sell
9,191
-28
-0.3% -$9.39K 0.19% 37
2025
Q4 		$3.09M Sell
9,219
-3,529
-28% -$1.17M 0.2% 35
2025
Q3 		$4.18M Sell
12,748
-5,459
-30% -$1.72M 0.28% 28
2025
Q2 		$5.53M Sell
18,207
-177
-1% -$49.8K 0.41% 26
2025
Q1 		$5.05M Sell
18,384
-641
-3% -$186K 0.41% 27
2024
Q4 		$5.51M Buy
19,025
+2,422
+15% +$707K 0.44% 25
2024
Q3 		$4.7M Sell
16,603
-20
-0.1% -$5.46K 0.38% 26
2024
Q2 		$4.45M Sell
16,623
-62
-0.4% -$16K 0.39% 26
2024
Q1 		$4.34M Sell
16,685
-122
-0.7% -$30.2K 0.39% 25
2023
Q4 		$3.99M Buy
16,807
+272
+2% +$60.1K 0.39% 30
2023
Q3 		$3.51M Buy
16,535
+5,862
+55% +$1.3M 0.39% 30
2023
Q2 		$2.35M Buy
10,673
+186
+2% +$38.8K 0.25% 32
2023
Q1 		$2.14M Sell
10,487
-50
-0.5% -$10K 0.24% 34
2022
Q4 		$2.01M Buy
10,537
+6,002
+132% +$1.16M 0.25% 33
2022
Q3 		$814K Buy
4,535
+1,505
+50% +$300K 0.11% 44
2022
Q2 		$572K Buy
+3,030
New +$623K 0.08% 54

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Sage Financial Group increased its Vanguard Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, buying an estimated $35.8K and bringing the position to 9,291 shares worth $3.44M. The position accounts for 0.19% of the portfolio, ranked #38.

Sage Financial Group first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.53M in Q2 2025. 998 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sage Financial Group held 9,291 shares of Vanguard Total Stock Market ETF worth $3.44M as of Q2 2026.
  • Sage Financial Group bought 100 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $35.8K.
  • Vanguard Total Stock Market ETF made up 0.19% of Sage Financial Group's portfolio in Q2 2026, its #38 holding.
  • Sage Financial Group first reported a position in Vanguard Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Sage Financial Group's Vanguard Total Stock Market ETF position peaked at $5.53M in Q2 2025.
  • 998 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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