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Sage Financial Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Sage Financial Management Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.25M Sell
13,461
-481
-3% -$321K 2.54% 14
2026
Q1 		$8.33M Sell
13,942
-482
-3% -$301K 2.56% 14
2025
Q4 		$9.05M Sell
14,424
-51
-0.4% -$31.7K 2.76% 13
2025
Q3 		$8.86M Sell
14,475
-630
-4% -$371K 2.83% 11
2025
Q2 		$8.58M Sell
15,105
-1,536
-9% -$807K 2.97% 11
2025
Q1 		$8.55M Sell
16,641
-177
-1% -$95.7K 3.1% 8
2024
Q4 		$9.06M Sell
16,818
-118
-0.7% -$63.9K 3.36% 9
2024
Q3 		$8.94M Buy
+16,936
New +$8.61M 3.46% 9
2024
Q2 		– Sell
-17,625
Closed -$8.47M – 48
2024
Q1 		$8.47M Buy
17,625
+293
+2% +$134K 4.01% 8
2023
Q4 		$7.57M Sell
17,332
-1,023
-6% -$419K 4.06% 7
2023
Q3 		$7.21M Buy
+18,355
New +$7.51M 4.34% 7
2023
Q2 		– Sell
-18,592
Closed -$6.99M – 32
2023
Q1 		$6.99M Sell
18,592
-2,806
-13% -$1.03M 5.63% 6
2022
Q4 		$7.52M Buy
21,398
+3,691
+21% +$1.3M 5.25% 7
2022
Q3 		$5.81M Sell
17,707
-3,081
-15% -$1.13M 5.12% 8
2022
Q2 		$7.21M Sell
20,788
-386
-2% -$145K 5.05% 7
2022
Q1 		$8.79M Sell
21,174
-150
-0.7% -$61.4K 6.03% 6
2021
Q4 		$9.31M Buy
+21,324
New +$9M 6.21% 6
2021
Q2 		– Sell
-20,487
Closed -$7.46M – 112
2021
Q1 		$7.46M Sell
20,487
-790
-4% -$280K 5.75% 7
2020
Q4 		$7.31M Buy
+21,277
New +$6.94M 5.74% 7

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Sage Financial Management Group reduced its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q2 2026, selling an estimated $321K and leaving 13,461 shares worth $9.25M. The position accounts for 2.54% of the portfolio, ranked #14.

Sage Financial Management Group first reported a position in VOO in Q4 2020 and has held it in 19 quarters since. The position peaked at $9.31M in Q4 2021. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sage Financial Management Group held 13,461 shares of Vanguard S&P 500 ETF worth $9.25M as of Q2 2026.
  • Sage Financial Management Group sold 481 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $321K.
  • Vanguard S&P 500 ETF made up 2.54% of Sage Financial Management Group's portfolio in Q2 2026, its #14 holding.
  • Sage Financial Management Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 19 quarters since.
  • Sage Financial Management Group's Vanguard S&P 500 ETF position peaked at $9.31M in Q4 2021.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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