Sage Financial Management Group’s Vanguard Morningstar 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 Q2	$2.01M	Buy	23,388 +1,386	+6%	+$117K	0.55%	22
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Sage Financial Management Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.3% in Q2 2026, buying an estimated $117K and bringing the position to 23,388 shares worth $2.01M. The position accounts for 0.55% of the portfolio, ranked #22.

Sage Financial Management Group first reported a position in VUG in Q1 2021 and has held it in 14 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sage Financial Management Group held 23,388 shares of Vanguard Morningstar Growth ETF worth $2.01M as of Q2 2026.
Sage Financial Management Group bought 1,386 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $117K.
Vanguard Morningstar Growth ETF made up 0.55% of Sage Financial Management Group's portfolio in Q2 2026, its #22 holding.
Sage Financial Management Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and has held it in 14 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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