SageGuard Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

SageGuard Financial 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 Q2	$2.65M	Sell	3,852 -667	-15%	-$445K	0.37%	73
2026 Q1	$2.7M	Sell	4,519 -348	-7%	-$218K	0.42%	65
2025 Q4	$3.05M	Buy	+4,867	New	+$3.02M	0.49%	47
2021 Q3	–	Sell	-4,081	Closed	-$1.61M	–	123
2021 Q2	$1.61M	Buy	4,081 +1,034	+34%	+$397K	0.73%	36
2021 Q1	$1.11M	Sell	3,047 -327	-10%	-$116K	0.52%	50
2020 Q4	$1.16M	Buy	+3,374	New	+$1.1M	0.56%	49

Other funds holding VOO

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SageGuard Financial Group's VOO Position: Q2 2026 in Review

SageGuard Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, selling an estimated $445K and leaving 3,852 shares worth $2.65M. The position accounts for 0.37% of the portfolio, ranked #73.

SageGuard Financial Group first reported a position in VOO in Q4 2020 and has held it in 6 quarters since. The position peaked at $3.05M in Q4 2025. 2,769 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

SageGuard Financial Group held 3,852 shares of Vanguard S&P 500 ETF worth $2.65M as of Q2 2026.
SageGuard Financial Group sold 667 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $445K.
Vanguard S&P 500 ETF made up 0.37% of SageGuard Financial Group's portfolio in Q2 2026, its #73 holding.
SageGuard Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Vanguard S&P 500 ETF position peaked at $3.05M in Q4 2025.
2,769 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.