Sage Financial Management Group’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6M	Sell	22,002 -1,326	-6%	-$103K	0.49%	22
2025 Q4	$1.9M	Buy	23,328 +426	+2%	+$34.6K	0.58%	22
2025 Q3	$1.83M	Buy	22,902 +1,332	+6%	+$102K	0.58%	22
2025 Q2	$1.58M	Buy	21,570 +7,044	+48%	+$464K	0.55%	24
2025 Q1	$898K	Hold	14,526	–	–	0.33%	26
2024 Q4	$994K	Hold	14,526	–	–	0.37%	26
2024 Q3	$929K	Buy	+14,526	New	+$900K	0.36%	26
2024 Q2	–	Sell	-13,260	Closed	-$761K	–	51
2024 Q1	$761K	Hold	13,260	–	–	0.36%	29
2023 Q4	$687K	Hold	13,260	–	–	0.37%	30
2023 Q3	$602K	Buy	+13,260	New	+$626K	0.36%	30
2023 Q2	–	Sell	-13,260	Closed	-$551K	–	36
2023 Q1	$551K	Hold	13,260	–	–	0.44%	25
2022 Q4	$471K	Buy	+13,260	New	+$488K	0.33%	27
2021 Q2	–	Sell	-1,182	Closed	-$51K	–	115
2021 Q1	$51K	Buy	+1,182	New	+$50.6K	0.04%	62

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sage Financial Management Group reduced its Vanguard Growth ETF (VUG) stake by 5.7% in Q1 2026, selling an estimated $103K and leaving 22,002 shares worth $1.6M. The position accounts for 0.49% of the portfolio, ranked #22.

Sage Financial Management Group first reported a position in VUG in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.9M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Sage Financial Management Group held 22,002 shares of Vanguard Growth ETF worth $1.6M as of Q1 2026.
Sage Financial Management Group sold 1,326 Vanguard Growth ETF shares in Q1 2026, an estimated $103K.
Vanguard Growth ETF made up 0.49% of Sage Financial Management Group's portfolio in Q1 2026, its #22 holding.
Sage Financial Management Group first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 13 quarters since.
Sage Financial Management Group's Vanguard Growth ETF position peaked at $1.9M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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