Sage Financial Group Inc Purchases in Q2 2025

Sage Financial Group Inc

  • $1.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21.1K
+ 34.67%
$456.74 - $568.03 $9.63M - $12M
81.9K $46.5M
VB
Vanguard Small Cap ETF

ETFs
27.7K
+ 117.18%
$193.73 - $237.37 $5.37M - $6.58M
51.4K $12.2M
VO
Vanguard Mid Cap ETF

ETFs
21.1K
+ 58.32%
$228.54 - $279.83 $4.82M - $5.91M
57.3K $16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.63K
+ 0.2%
$51.16 - $62.02 $134K - $163K
1.32M $82.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
13.3K
+ 2.18%
$54.19 - $67.22 $718K - $891K
620K $41.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23.3K
+ 3.41%
$39.89 - $49.46 $929K - $1.15M
707K $35M
VV
Vanguard Large Cap ETF

ETFs
2.27K
+ 2.03%
$228.25 - $285.3 $519K - $648K
114K $32.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
44.3K
+ 8.82%
$22.27 - $29.21 $986K - $1.29M
546K $16M
VTV
Vanguard Value ETF

ETFs
4.15K
+ 1.17%
$153.67 - $176.74 $637K - $733K
359K $63.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
479
+ 0.76%
$219.76 - $276.94 $105K - $133K
63.9K $17.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.34K
+ 1.37%
$20.42 - $25.3 $191K - $236K
691K $17.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
405
+ 1.17%
$216.28 - $284.39 $87.6K - $115K
34.9K $9.94M
VNQ
Vanguard Specialized Funds Van

ETFs
14.4K
+ 7.4%
$79.79 - $91.42 $1.15M - $1.32M
209K $18.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
37.8K
+ 6.77%
$26.18 - $26.93 $991K - $1.02M
597K $15.9M
VBR
Vanguard Small Cap Value ETF

ETFs
813
+ 1.81%
$162.76 - $195.77 $132K - $159K
45.8K $8.93M
AOR
Ishares Tr Core Growth Allocat

ETFs
7.89K
+ 60.2%
$53.36 - $61.57 $421K - $486K
21K $1.29M
IVV
Ishares Core S&P 500 ETF

ETFs
158
+ 2.49%
$498.8 - $620.9 $78.8K - $98.1K
6.5K $4.04M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
309
+ 0.74%
$70.34 - $87.93 $21.7K - $27.2K
42.3K $3.72M
SHV
Ishares Tr

ETFs
3.2K
New
$110.06 - $110.46 $352K - $353K
3.2K $353K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.49K
+ 0.95%
$67.03 - $80.35 $99.7K - $119K
158K $12.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1K
New
$179.95 - $278.88 $180K - $279K
1K $278K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.26K
+ 4.92%
$72.61 - $88.75 $91.2K - $111K
26.8K $2.38M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.94K
+ 32.83%
$50.52 - $50.92 $249K - $251K
20K $1.02M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.43K
+ 38.22%
$24.38 - $30.18 $157K - $194K
23.2K $700K
EFV
Msci Eafe Value ETF

ETFs
585
+ 1.45%
$52.4 - $64.65 $30.7K - $37.8K
40.9K $2.6M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
763
New
$224.16 - $285.86 $171K - $218K
763 $218K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.31K
New
$49.89 - $62.13 $165K - $205K
3.31K $205K
VPU
Vanguard Utilities ETF

ETFs
1.16K
New
$158.36 - $178.82 $184K - $208K
1.16K $204K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
2.36K
+ 8.53%
$34.28 - $41.6 $80.8K - $98.1K
30K $1.25M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
721
+ 1.6%
$33.46 - $41.33 $24.1K - $29.8K
45.9K $1.9M
IXUS
Ishares Tr

ETFs
1
+ 0.0%
$62.37 - $77.63 $62.4 - $77.6
20.5K $1.59M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.39K
+ 3.2%
$50.36 - $50.68 $69.8K - $70.2K
44.7K $2.27M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3
+ 0.07%
$101.97 - $126.75 $306 - $380
4.38K $554K
IAT
Ishares Tr

ETFs
71
+ 0.71%
$39.71 - $49.55 $2.82K - $3.52K
10K $497K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
285
+ 6.47%
$85.42 - $94.39 $24.3K - $26.9K
4.69K $440K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2
+ 0.01%
$36.02 - $41.92 $72 - $83.8
17.1K $715K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
20
+ 0.57%
$114.78 - $133.31 $2.3K - $2.67K
3.51K $467K
IYR
Ishares Tr

ETFs
226
+ 7.59%
$84.48 - $96.25 $19.1K - $21.8K
3.2K $301K
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.24%
$168.34 - $195.42 $505 - $586
1.27K $247K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
65
+ 1.17%
$46.41 - $47.7 $3.02K - $3.1K
5.61K $266K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7
+ 0.07%
$44.68 - $45.96 $313 - $322
10.7K $490K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16
+ 0.06%
$24.32 - $27.87 $389 - $446
27.7K $734K
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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