Sage Financial Management Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$342K	Sell	1,406 -9	-0.6%	-$2.09K	0.09%	49
2026 Q1	$307K	Hold	1,415	–	–	0.09%	47
2025 Q4	$300K	Sell	1,415 -12	-0.8%	-$2.51K	0.09%	48
2025 Q3	$298K	Hold	1,427	–	–	0.1%	47
2025 Q2	$278K	Sell	1,427 -38	-3%	-$7.03K	0.1%	46
2025 Q1	$273K	Hold	1,465	–	–	0.1%	47
2024 Q4	$290K	Hold	1,465	–	–	0.11%	44
2024 Q3	$294K	Buy	+1,465	New	+$282K	0.11%	43
2024 Q2	–	Sell	-1,334	Closed	-$256K	–	46
2024 Q1	$256K	Hold	1,334	–	–	0.12%	46
2023 Q4	$240K	Hold	1,334	–	–	0.13%	44
2023 Q3	$213K	Buy	+1,334	New	+$223K	0.13%	42
2023 Q2	–	Sell	-1,334	Closed	-$212K	–	30
2023 Q1	$212K	Hold	1,334	–	–	0.17%	36
2022 Q4	$212K	Buy	+1,334	New	+$212K	0.15%	40

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sage Financial Management Group's VBR Position: Q2 2026 in Review

Sage Financial Management Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.64% in Q2 2026, selling an estimated $2.09K and leaving 1,406 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #49.

Sage Financial Management Group first reported a position in VBR in Q4 2022 and has held it in 13 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Sage Financial Management Group held 1,406 shares of Vanguard Morningstar Small-Cap Value ETF worth $342K as of Q2 2026.
Sage Financial Management Group sold 9 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.09K.
Vanguard Morningstar Small-Cap Value ETF made up 0.09% of Sage Financial Management Group's portfolio in Q2 2026, its #49 holding.
Sage Financial Management Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.