Sage Financial Management Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Sage Financial Management Group’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-877	Closed	-$265K	–	59
2025 Q4	$265K	Hold	877	–	–	0.08%	50
2025 Q3	$261K	Hold	877	–	–	0.08%	49
2025 Q2	$243K	Sell	877 -42	-5%	-$10.8K	0.08%	51
2025 Q1	$231K	Hold	919	–	–	0.08%	50
2024 Q4	$257K	Hold	919	–	–	0.1%	47
2024 Q3	$246K	Buy	+919	New	+$235K	0.1%	47
2024 Q2	–	Sell	-853	Closed	-$222K	–	45
2024 Q1	$222K	Sell	853 -65	-7%	-$16K	0.11%	51
2023 Q4	$222K	Buy	+918	New	+$199K	0.12%	45
2021 Q2	–	Sell	-254	Closed	-$70K	–	108
2021 Q1	$70K	Buy	+254	New	+$71.6K	0.05%	50

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sage Financial Management Group's VBK Position: Q1 2026 in Review

Sage Financial Management Group sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 877 shares — an estimated $265K sold.

Sage Financial Management Group first reported a position in VBK in Q1 2021 and held it in 9 quarters. The position peaked at $265K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Sage Financial Management Group reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Sage Financial Management Group sold 877 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $265K.
Sage Financial Management Group first reported a position in Vanguard Small-Cap Growth ETF in Q1 2021 and held it in 9 quarters.
Sage Financial Management Group's Vanguard Small-Cap Growth ETF position peaked at $265K in Q4 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.