Sage Financial Group’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $61M | Sell |
837,426
-27,576
| -3% | -$2.15M | 3.97% | 7 |
|
|
2025
Q4 | $70.3M | Sell |
865,002
-26,982
| -3% | -$2.19M | 4.65% | 4 |
|
|
2025
Q3 | $71.3M | Sell |
891,984
-16,284
| -2% | -$1.24M | 4.85% | 3 |
|
|
2025
Q2 | $66.4M | Sell |
908,268
-28,854
| -3% | -$1.9M | 4.9% | 3 |
|
|
2025
Q1 | $57.9M | Buy |
937,122
+8,904
| +1% | +$600K | 4.68% | 5 |
|
|
2024
Q4 | $63.5M | Sell |
928,218
-36,972
| -4% | -$2.48M | 5.11% | 3 |
|
|
2024
Q3 | $61.8M | Sell |
965,190
-49,386
| -5% | -$3.06M | 5.05% | 3 |
|
|
2024
Q2 | $63.2M | Buy |
1,014,576
+27,804
| +3% | +$1.62M | 5.48% | 3 |
|
|
2024
Q1 | $56.6M | Sell |
986,772
-21,744
| -2% | -$1.2M | 5.09% | 3 |
|
|
2023
Q4 | $52.3M | Sell |
1,008,516
-15,942
| -2% | -$770K | 5.09% | 3 |
|
|
2023
Q3 | $46.5M | Sell |
1,024,458
-19,752
| -2% | -$933K | 5.15% | 3 |
|
|
2023
Q2 | $49.2M | Sell |
1,044,210
-6,780
| -0.6% | -$294K | 5.21% | 3 |
|
|
2023
Q1 | $43.7M | Buy |
1,050,990
+15,990
| +2% | +$622K | 4.95% | 4 |
|
|
2022
Q4 | $36.8M | Buy |
1,035,000
+106,776
| +12% | +$3.93M | 4.48% | 4 |
|
|
2022
Q3 | $33.1M | Buy |
928,224
+17,526
| +2% | +$704K | 4.53% | 4 |
|
|
2022
Q2 | $33.8M | Buy |
910,698
+5,004
| +0.6% | +$206K | 4.47% | 4 |
|
|
2022
Q1 | $43.4M | Buy |
905,694
+22,710
| +3% | +$1.07M | 5.06% | 3 |
|
|
2021
Q4 | $47.2M | Sell |
882,984
-21,228
| -2% | -$1.11M | 5.03% | 3 |
|
|
2021
Q3 | $43.7M | Sell |
904,212
-10,290
| -1% | -$512K | 5.38% | 3 |
|
|
2021
Q2 | $43.7M | Sell |
914,502
-1,980
| -0.2% | -$89.9K | 5.38% | 3 |
|
|
2021
Q1 | $39.3M | Sell |
916,482
-40,734
| -4% | -$1.74M | 5.15% | 3 |
|
|
2020
Q4 | $40.4M | Sell |
957,216
-37,416
| -4% | -$1.49M | 5.55% | 2 |
|
|
2020
Q3 | $37.7M | Sell |
994,632
-50,016
| -5% | -$1.85M | 6.17% | 2 |
|
|
2020
Q2 | $35.2M | Sell |
1,044,648
-38,124
| -4% | -$1.17M | 6.34% | 2 |
|
|
2020
Q1 | $28.3M | Sell |
1,082,772
-100,914
| -9% | -$3.02M | 5.33% | 4 |
|
|
2019
Q4 | $35.9M | Sell |
1,183,686
-49,398
| -4% | -$1.43M | 4.93% | 5 |
|
|
2019
Q3 | $34.2M | Sell |
1,233,084
-57,720
| -4% | -$1.6M | 5.09% | 5 |
|
|
2019
Q2 | $35.2M | Sell |
1,290,804
-16,242
| -1% | -$434K | 5.21% | 5 |
|
|
2019
Q1 | $34.1M | Buy |
1,307,046
+5,856
| +0.5% | +$145K | 5.27% | 5 |
|
|
2018
Q4 | $29.1M | Buy |
1,301,190
+21,354
| +2% | +$517K | 4.87% | 5 |
|
|
2018
Q3 | $34.4M | Sell |
1,279,836
-756
| -0.1% | -$19.8K | 6.76% | 4 |
|
|
2018
Q2 | $32M | Sell |
1,280,592
-31,452
| -2% | -$771K | 6.86% | 4 |
|
|
2018
Q1 | $31M | Buy |
1,312,044
+34,746
| +3% | +$847K | 6.85% | 4 |
|
|
2017
Q4 | $29.9M | Buy |
1,277,298
+88,578
| +7% | +$2.03M | 5.82% | 4 |
|
|
2017
Q3 | $26.3M | Buy |
1,188,720
+35,988
| +3% | +$782K | 5.76% | 5 |
|
|
2017
Q2 | $24.4M | Buy |
1,152,732
+158,502
| +16% | +$3.32M | 5.61% | 5 |
|
|
2017
Q1 | $20.2M | Buy |
994,230
+71,604
| +8% | +$1.41M | 4.94% | 5 |
|
|
2016
Q4 | $17.1M | Buy |
922,626
+53,298
| +6% | +$986K | 4.4% | 5 |
|
|
2016
Q3 | $16.3M | Buy |
869,328
+8,592
| +1% | +$160K | 4.67% | 4 |
|
|
2016
Q2 | $15.4M | Buy |
860,736
+3,828
| +0.4% | +$68.2K | 4.87% | 4 |
|
|
2016
Q1 | $15.2M | Buy |
856,908
+11,748
| +1% | +$197K | 5.31% | 3 |
|
|
2015
Q4 | $15M | Sell |
845,160
-396,006
| -32% | -$7.09M | 4.88% | 5 |
|
|
2015
Q3 | $20.7M | Buy |
1,241,166
+323,472
| +35% | +$5.73M | 7.38% | 3 |
|
|
2015
Q2 | $16.4M | Sell |
917,694
-38,526
| -4% | -$700K | 7.68% | 2 |
|
|
2015
Q1 | $16.7M | Sell |
956,220
-301,230
| -24% | -$5.34M | 7.95% | 2 |
|
|
2014
Q4 | $21.9M | Sell |
1,257,450
-7,728
| -0.6% | -$131K | 8.21% | 3 |
|
|
2014
Q3 | $21M | Sell |
1,265,178
-14,298
| -1% | -$238K | 10.41% | 2 |
|
|
2014
Q2 | $21.1M | Sell |
1,279,476
-13,194
| -1% | -$209K | 10.22% | 2 |
|
|
2014
Q1 | $20.1M | Buy |
1,292,670
+1,746
| +0.1% | +$27.1K | 11.46% | 2 |
|
|
2013
Q4 | $20M | Buy |
+1,290,924
| New | +$19.1M | 9.65% | 3 |
|
Other funds holding VUG
EWA
Sage Financial Group's VUG Position: Q1 2026 in Review
Sage Financial Group reduced its Vanguard Growth ETF (VUG) stake by 3.2% in Q1 2026, selling an estimated $2.15M and leaving 837,426 shares worth $61M. The position accounts for 3.97% of the portfolio, ranked #7.
Sage Financial Group first reported a position in VUG in Q4 2013 and has held it in 50 quarters since. The position peaked at $71.3M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Sage Financial Group held 837,426 shares of Vanguard Growth ETF worth $61M as of Q1 2026.
- Sage Financial Group sold 27,576 Vanguard Growth ETF shares in Q1 2026, an estimated $2.15M.
- Vanguard Growth ETF made up 3.97% of Sage Financial Group's portfolio in Q1 2026, its #7 holding.
- Sage Financial Group first reported a position in Vanguard Growth ETF in Q4 2013 and has held it in 50 quarters since.
- Sage Financial Group's Vanguard Growth ETF position peaked at $71.3M in Q3 2025.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.