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Sage Financial Management Group, Inc.: VYM position timeline

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

Sage Financial Management Group, Inc. held 65,086 VYM 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 65,086 shares
    Change vs previous 13F +460 shares

    2.83% of the 13F portfolio, value $10,285,549.

    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 64,626 shares
    Change vs previous 13F -305 shares

    2.94% of the 13F portfolio, value $9,571,119.

    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 64,931 shares
    Change vs previous 13F +3,286 shares

    2.85% of the 13F portfolio, value $9,318,923.

    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 61,645 shares
    Change vs previous 13F -350 shares

    2.77% of the 13F portfolio, value $8,688,889.

    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 61,995 shares
    Change vs previous 13F +2,931 shares

    2.86% of the 13F portfolio, value $8,265,000.

    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 59,064 shares
    Change vs previous 13F -2,077 shares

    2.76% of the 13F portfolio, value $7,617,000.

    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 61,141 shares
    Change vs previous 13F -196 shares

    2.89% of the 13F portfolio, value $7,801,000.

    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 61,337 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $7,863,000.

    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).