SFMG
VOO icon

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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Sage Financial Management Group reduced its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q1 2026, selling an estimated $301K and leaving 13,942 shares worth $8.33M. The position accounts for 2.56% of the portfolio, ranked #14.

Sage Financial Management Group first reported a position in VOO in Q4 2020 and has held it in 18 quarters since. The position peaked at $9.31M in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Sage Financial Management Group held 13,942 shares of Vanguard S&P 500 ETF worth $8.33M as of Q1 2026.
  • Sage Financial Management Group sold 482 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $301K.
  • Vanguard S&P 500 ETF made up 2.56% of Sage Financial Management Group's portfolio in Q1 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 18 quarters since.
  • Sage Financial Management Group's Vanguard S&P 500 ETF position peaked at $9.31M in Q4 2021.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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