Sageworth Trust Company of South Dakota’s Vanguard S&P 500 ETF VOO Stock Holding History

Sageworth Trust Company of South Dakota’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	$19.4M	Buy	28,219 +6,391	+29%	+$4.26M	11.96%	2
2026 Q1	$13M	Buy	21,828 +262	+1%	+$164K	10.33%	2
2025 Q4	$13.5M	Buy	21,566 +6,283	+41%	+$3.9M	11.05%	2
2025 Q3	$9.36M	Buy	15,283 +650	+4%	+$383K	8.82%	3
2025 Q2	$8.31M	Buy	14,633 +746	+5%	+$392K	9.01%	3
2025 Q1	$7.14M	Buy	13,887 +2,497	+22%	+$1.35M	8.58%	2
2024 Q4	$6.14M	Buy	11,390 +1,492	+15%	+$808K	7.76%	2
2024 Q3	$5.22M	Buy	9,898 +3,854	+64%	+$1.96M	6.69%	2
2024 Q2	$3.02M	Buy	6,044 +3,639	+151%	+$1.75M	4.44%	6
2024 Q1	$1.16M	Hold	2,405	–	–	1.79%	17
2023 Q4	$1.05M	Buy	2,405 +1,193	+98%	+$488K	1.98%	14
2023 Q3	$476K	Hold	1,212	–	–	1.05%	29
2023 Q2	$494K	Hold	1,212	–	–	1.23%	24
2023 Q1	$456K	Hold	1,212	–	–	1.07%	25
2022 Q4	$426K	Sell	1,212 -947	-44%	-$335K	0.96%	25
2022 Q3	$709K	Sell	2,159 -5,021	-70%	-$1.83M	1.74%	18
2022 Q2	$2.49M	Buy	7,180 +7,074	+6,674%	+$2.66M	5.13%	5
2022 Q1	$44K	Hold	106	–	–	0.08%	64
2021 Q4	$46K	Hold	106	–	–	0.07%	108
2021 Q3	$42K	Hold	106	–	–	0.29%	6
2021 Q2	$42K	Hold	106	–	–	0.28%	6
2021 Q1	$39K	Hold	106	–	–	0.27%	6
2020 Q4	$36K	Buy	+106	New	+$34.6K	0.26%	7

Other funds holding VOO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NMIFOAC

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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Sageworth Trust Company of South Dakota's VOO Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota increased its Vanguard S&P 500 ETF (VOO) stake by 29% in Q2 2026, buying an estimated $4.26M and bringing the position to 28,219 shares worth $19.4M. The position accounts for 11.96% of the portfolio, ranked #2.

Sageworth Trust Company of South Dakota first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 3,315 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sageworth Trust Company of South Dakota held 28,219 shares of Vanguard S&P 500 ETF worth $19.4M as of Q2 2026.
Sageworth Trust Company of South Dakota bought 6,391 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.26M.
Vanguard S&P 500 ETF made up 11.96% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #2 holding.
Sageworth Trust Company of South Dakota first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
3,315 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.