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Sage Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sage Financial Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.5M Sell
106,130
-1,371
-1% -$457K 2.02% 11
2026
Q1 		$32.1M Sell
107,501
-3,097
-3% -$969K 2.09% 10
2025
Q4 		$34.8M Sell
110,598
-2,940
-3% -$918K 2.3% 9
2025
Q3 		$35M Sell
113,538
-749
-0.7% -$222K 2.38% 9
2025
Q2 		$32.6M Buy
114,287
+2,272
+2% +$599K 2.41% 9
2025
Q1 		$28.8M Buy
112,015
+442
+0.4% +$120K 2.33% 9
2024
Q4 		$30.1M Sell
111,573
-609
-0.5% -$165K 2.42% 8
2024
Q3 		$29.5M Sell
112,182
-253
-0.2% -$64.2K 2.41% 8
2024
Q2 		$28.1M Buy
112,435
+142
+0.1% +$34.1K 2.43% 8
2024
Q1 		$26.9M Buy
112,293
+1,916
+2% +$438K 2.42% 8
2023
Q4 		$24.1M Buy
110,377
+5,607
+5% +$1.15M 2.35% 8
2023
Q3 		$20.5M Sell
104,770
-3,703
-3% -$754K 2.27% 8
2023
Q2 		$22M Buy
108,473
+301
+0.3% +$57.7K 2.33% 8
2023
Q1 		$20.2M Sell
108,172
-6,570
-6% -$1.2M 2.29% 8
2022
Q4 		$20M Buy
114,742
+12,539
+12% +$2.2M 2.44% 7
2022
Q3 		$16.7M Sell
102,203
-10,619
-9% -$1.93M 2.29% 9
2022
Q2 		$19.4M Buy
112,822
+17,964
+19% +$3.37M 2.57% 7
2022
Q1 		$19.8M Buy
94,858
+16,704
+21% +$3.43M 2.3% 9
2021
Q4 		$17.3M Buy
78,154
+511
+0.7% +$110K 1.84% 10
2021
Q3 		$15.6M Buy
77,643
+3,392
+5% +$701K 1.92% 9
2021
Q2 		$14.9M Buy
74,251
+5,710
+8% +$1.11M 1.84% 11
2021
Q1 		$12.7M Sell
68,541
-776
-1% -$141K 1.67% 12
2020
Q4 		$12.2M Buy
69,317
+1,369
+2% +$227K 1.67% 12
2020
Q3 		$10.6M Sell
67,948
-491
-0.7% -$75.7K 1.74% 11
2020
Q2 		$9.79M Buy
68,439
+10,970
+19% +$1.48M 1.76% 11
2020
Q1 		$6.81M Buy
57,469
+7,673
+15% +$1.08M 1.28% 14
2019
Q4 		$7.36M Sell
49,796
-210
-0.4% -$29.7K 1.01% 17
2019
Q3 		$6.82M Buy
50,006
+2,719
+6% +$369K 1.02% 18
2019
Q2 		$6.37M Sell
47,287
-3,089
-6% -$409K 0.94% 20
2019
Q1 		$6.54M Buy
50,376
+5,771
+13% +$721K 1.01% 18
2018
Q4 		$5.12M Buy
44,605
+9,358
+27% +$1.16M 0.86% 20
2018
Q3 		$4.71M Sell
35,247
-1,194
-3% -$156K 0.93% 17
2018
Q2 		$4.55M Buy
36,441
+56
+0.2% +$6.96K 0.98% 16
2018
Q1 		$4.41M Sell
36,385
-1,117
-3% -$140K 0.97% 16
2017
Q4 		$4.6M Buy
37,502
+2,525
+7% +$302K 0.89% 18
2017
Q3 		$4.04M Sell
34,977
-84
-0.2% -$9.51K 0.88% 16
2017
Q2 		$3.89M Sell
35,061
-279
-0.8% -$30.7K 0.89% 14
2017
Q1 		$3.82M Sell
35,340
-2,057
-6% -$219K 0.94% 14
2016
Q4 		$3.83M Buy
37,397
+309
+0.8% +$30.9K 0.98% 15
2016
Q3 		$3.68M Sell
37,088
-803
-2% -$79.5K 1.06% 15
2016
Q2 		$3.63M Buy
37,891
+1,410
+4% +$134K 1.15% 12
2016
Q1 		$3.43M Buy
36,481
+340
+0.9% +$30.3K 1.2% 12
2015
Q4 		$3.38M Sell
36,141
-13,864
-28% -$1.31M 1.1% 11
2015
Q3 		$4.4M Buy
50,005
+13,712
+38% +$1.28M 1.57% 8
2015
Q2 		$3.44M Buy
36,293
+414
+1% +$40.1K 1.61% 5
2015
Q1 		$3.42M Sell
35,879
-16,012
-31% -$1.52M 1.63% 5
2014
Q4 		$4.9M Sell
51,891
-779
-1% -$71.9K 1.84% 7
2014
Q3 		$4.76M Buy
52,670
+1,080
+2% +$98.1K 2.36% 4
2014
Q2 		$4.64M Sell
51,590
-65
-0.1% -$5.68K 2.25% 5
2014
Q1 		$4.44M Buy
51,655
+2,632
+5% +$222K 2.53% 4
2013
Q4 		$4.16M Buy
+49,023
New +$3.99M 2% 6

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Sage Financial Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.3% in Q2 2026, selling an estimated $457K and leaving 106,130 shares worth $36.5M. The position accounts for 2.02% of the portfolio, ranked #11.

Sage Financial Group first reported a position in VV in Q4 2013 and has held it in 51 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Sage Financial Group held 106,130 shares of Vanguard Morningstar Large-Cap ETF worth $36.5M as of Q2 2026.
  • Sage Financial Group sold 1,371 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $457K.
  • Vanguard Morningstar Large-Cap ETF made up 2.02% of Sage Financial Group's portfolio in Q2 2026, its #11 holding.
  • Sage Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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