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Sage Financial Management Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sage Financial Management Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.34M Sell
21,357
-1,264
-6% -$422K 2.02% 15
2026
Q1 		$6.76M Sell
22,621
-224
-1% -$70.1K 2.08% 15
2025
Q4 		$7.19M Buy
22,845
+112
+0.5% +$35K 2.2% 15
2025
Q3 		$7M Sell
22,733
-360
-2% -$107K 2.23% 15
2025
Q2 		$6.59M Sell
23,093
-1,066
-4% -$281K 2.28% 14
2025
Q1 		$6.21M Sell
24,159
-334
-1% -$90.5K 2.25% 14
2024
Q4 		$6.61M Sell
24,493
-29
-0.1% -$7.86K 2.45% 14
2024
Q3 		$6.46M Buy
+24,522
New +$6.22M 2.5% 14
2024
Q2 		– Sell
-24,457
Closed -$5.86M – 52
2024
Q1 		$5.86M Buy
24,457
+1,050
+4% +$240K 2.78% 13
2023
Q4 		$5.11M Buy
23,407
+1,303
+6% +$266K 2.74% 12
2023
Q3 		$4.33M Buy
+22,104
New +$4.5M 2.6% 12
2023
Q2 		– Sell
-14,530
Closed -$2.71M – 37
2023
Q1 		$2.71M Sell
14,530
-9,722
-40% -$1.77M 2.19% 14
2022
Q4 		$4.22M Buy
24,252
+8,631
+55% +$1.51M 2.95% 12
2022
Q3 		$2.56M Sell
15,621
-10,098
-39% -$1.84M 2.25% 14
2022
Q2 		$4.43M Hold
25,719
– – 3.1% 12
2022
Q1 		$5.36M Sell
25,719
-1
-0% -$205 3.68% 10
2021
Q4 		$5.68M Buy
+25,720
New +$5.52M 3.79% 10
2021
Q2 		– Sell
-27,540
Closed -$5.1M – 116
2021
Q1 		$5.1M Sell
27,540
-2,444
-8% -$443K 3.93% 10
2020
Q4 		$5.27M Buy
+29,984
New +$4.98M 4.13% 10

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Sage Financial Management Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.6% in Q2 2026, selling an estimated $422K and leaving 21,357 shares worth $7.34M. The position accounts for 2.02% of the portfolio, ranked #15.

Sage Financial Management Group first reported a position in VV in Q4 2020 and has held it in 19 quarters since. 1,367 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Sage Financial Management Group held 21,357 shares of Vanguard Morningstar Large-Cap ETF worth $7.34M as of Q2 2026.
  • Sage Financial Management Group sold 1,264 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $422K.
  • Vanguard Morningstar Large-Cap ETF made up 2.02% of Sage Financial Management Group's portfolio in Q2 2026, its #15 holding.
  • Sage Financial Management Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,367 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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