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SAGE FINANCIAL GROUP INC: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE FINANCIAL GROUP INC on VTV, newest first. How the timeline and the estimate are built.

SAGE FINANCIAL GROUP INC held 349,814 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 349,814 shares
    Change vs previous 13F -3,814 shares

    4.22% of the 13F portfolio, value $76,234,981.

    13F-HR 0000882119-26-000006 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 353,628 shares
    Change vs previous 13F +415 shares

    4.51% of the 13F portfolio, value $69,381,839.

    13F-HR 0000882119-26-000005 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 353,213 shares
    Change vs previous 13F -6,112 shares

    4.46% of the 13F portfolio, value $67,460,202.

    13F-HR 0000882119-26-000001 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 359,325 shares
    Change vs previous 13F +472 shares

    4.56% of the 13F portfolio, value $67,010,576.

    13F-HR 0000882119-25-000009 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 358,853 shares
    Change vs previous 13F +4,147 shares

    4.68% of the 13F portfolio, value $63,423,757.

    13F-HR 0000882119-25-000006 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 354,706 shares
    Change vs previous 13F +11,771 shares

    4.95% of the 13F portfolio, value $61,271,950.

    13F-HR 0000882119-25-000005 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 342,935 shares
    Change vs previous 13F -7,260 shares

    4.67% of the 13F portfolio, value $58,058,853.

    13F-HR 0000882119-25-000001 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 350,195 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $61,133,576.

    13F-HR 0000882119-24-000007 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).