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Sage Financial Management Group, Inc.: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Financial Management Group, Inc. on VOO, newest first. How the timeline and the estimate are built.

Sage Financial Management Group, Inc. held 13,461 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,461 shares
    Change vs previous 13F -481 shares

    2.54% of the 13F portfolio, value $9,245,382.

    13F-HR 0001762086-26-000003 filed by Sage Financial Management 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 13,942 shares
    Change vs previous 13F -482 shares

    2.56% of the 13F portfolio, value $8,331,245.

    13F-HR 0001762086-26-000002 filed by Sage Financial Management 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 14,424 shares
    Change vs previous 13F -51 shares

    2.76% of the 13F portfolio, value $9,045,936.

    13F-HR 0001762086-26-000001 filed by Sage Financial Management 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 14,475 shares
    Change vs previous 13F -630 shares

    2.83% of the 13F portfolio, value $8,864,409.

    13F-HR 0001762086-25-000006 filed by Sage Financial Management 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 15,105 shares
    Change vs previous 13F -1,536 shares

    2.97% of the 13F portfolio, value $8,580,000.

    13F-HR 0001762086-25-000004 filed by Sage Financial Management 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 16,641 shares
    Change vs previous 13F -177 shares

    3.1% of the 13F portfolio, value $8,552,000.

    13F-HR 0001762086-25-000003 filed by Sage Financial Management 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 16,818 shares
    Change vs previous 13F -118 shares

    3.36% of the 13F portfolio, value $9,062,000.

    13F-HR 0001762086-25-000001 filed by Sage Financial Management 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 16,936 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $8,936,000.

    13F-HR 0001762086-24-000004 filed by Sage Financial Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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