SIA
VOO icon

Sage Investment Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History

Sage Investment Advisers’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 		$21.3M Buy
30,994
+1,146
+4% +$764K 14.32% 1
2026
Q1 		$18M Buy
29,848
+514
+2% +$321K 13.31% 1
2025
Q4 		$18.4M Buy
+29,334
New +$18.2M 13.79% 1
2024
Q3 		$10.5M Buy
19,971
+425
+2% +$216K 11.03% 1
2024
Q2 		$9.78M Buy
19,546
+1,044
+6% +$502K 11.05% 1
2024
Q1 		$8.89M Buy
18,502
+952
+5% +$436K 10.2% 1
2023
Q4 		$7.67M Buy
17,550
+14,147
+416% +$5.79M 9.3% 1
2023
Q3 		$1.34M Hold
3,403
– – 1.83% 23
2023
Q2 		$1.39M Hold
3,403
– – 1.85% 24
2023
Q1 		$1.28M Buy
3,403
+55
+2% +$20.2K 1.71% 26
2022
Q4 		$1.18M Buy
3,348
+155
+5% +$54.8K 1.68% 24
2022
Q3 		$1.05M Buy
3,193
+50
+2% +$18.3K 1.65% 25
2022
Q2 		$1.09M Sell
3,143
-102
-3% -$38.4K 1.71% 23
2022
Q1 		$1.35M Hold
3,245
– – 1.78% 18
2021
Q4 		$1.42M Buy
+3,245
New +$1.37M 1.82% 18

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Sage Investment Advisers's VOO Position: Q2 2026 in Review

Sage Investment Advisers increased its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q2 2026, buying an estimated $764K and bringing the position to 30,994 shares worth $21.3M. The position accounts for 14.32% of the portfolio, ranked #1.

Sage Investment Advisers first reported a position in VOO in Q4 2021 and has held it in 15 quarters since. 2,080 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sage Investment Advisers held 30,994 shares of Vanguard S&P 500 ETF worth $21.3M as of Q2 2026.
  • Sage Investment Advisers bought 1,146 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $764K.
  • Vanguard S&P 500 ETF made up 14.32% of Sage Investment Advisers's portfolio in Q2 2026, its #1 holding.
  • Sage Investment Advisers first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
  • 2,080 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.