Sage Financial Group Inc Purchases in Q4 2025

Sage Financial Group Inc

  • $1.49 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
173K
New
$185.12 - $192.11 $32.1M - $33.3M
173K $32.4M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
201K
+ 320.18%
$20.77 - $20.97 $4.17M - $4.21M
264K $5.52M
VEU
Vanguard Ftse All World Ex Us

ETFs
43.2K
+ 6.95%
$70.2 - $73.89 $3.03M - $3.19M
665K $48.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
46.6K
+ 6.12%
$52.54 - $55.77 $2.45M - $2.6M
808K $44.3M
VNQ
Vanguard Specialized Funds Van

ETFs
21.4K
+ 9.0%
$88.13 - $92.69 $1.89M - $1.98M
259K $23.2M
SHYD
Vaneck Short High Yield Muni E

ETFs
60.2K
New
$22.74 - $22.89 $1.37M - $1.38M
60.2K $1.37M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
38K
+ 2.76%
$63.25 - $66.24 $2.4M - $2.51M
1.41M $90.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.47K
New
$83.45 - $84.82 $623K - $634K
7.47K $624K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
5.26K
+ 5.58%
$63.98 - $67.45 $337K - $355K
99.6K $6.63M
AOK
Ishares Tr Core Conservative A

ETFs
9.5K
New
$39.89 - $40.78 $379K - $387K
9.5K $382K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.7K
+ 2.19%
$114.27 - $121.15 $1.45M - $1.54M
592K $69.2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
763
New
$310.75 - $335.0 $237K - $256K
763 $238K
SHV
Ishares Tr

ETFs
2.14K
+ 64.89%
$110.15 - $110.49 $235K - $236K
5.43K $598K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
3.34K
New
$69.45 - $70.32 $232K - $235K
3.34K $232K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.34K
New
$65.53 - $67.79 $219K - $226K
3.34K $224K
CAT
Caterpillar Inc

Industrials
400
New
$480.82 - $585.49 $192K - $234K
400 $220K
EFV
Msci Eafe Value ETF

ETFs
1.54K
+ 3.31%
$66.73 - $70.99 $102K - $109K
47.9K $3.37M
VPU
Vanguard Utilities ETF

ETFs
1.11K
New
$190.8 - $202.04 $212K - $224K
1.11K $213K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
2.18K
New
$90.65 - $95.4 $198K - $208K
2.18K $202K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
1.84K
New
$97.88 - $107.14 $180K - $197K
1.84K $194K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.86K
+ 10.6%
$90.99 - $95.91 $260K - $274K
29.8K $2.73M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
332
+ 44.27%
$454.87 - $482.76 $151K - $160K
1.08K $510K
IYR
Ishares Tr

ETFs
1.59K
+ 49.3%
$93.69 - $98.5 $149K - $156K
4.81K $456K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
743
+ 1.75%
$92.12 - $96.99 $68.4K - $72.1K
43.3K $4.12M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.91K
+ 8.29%
$50.85 - $51.0 $97.3K - $97.6K
25K $1.27M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.57K
+ 0.99%
$84.91 - $90.88 $133K - $143K
160K $14.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
862
+ 3.71%
$32.35 - $34.37 $27.9K - $29.6K
24.1K $815K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1
+ 0.01%
$67.07 - $73.01 $67.1 - $73
8.8K $631K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
770
+ 3.15%
$52.76 - $53.18 $40.6K - $40.9K
25.2K $1.33M
IXUS
Ishares Tr

ETFs
2
+ 0.01%
$81.21 - $85.27 $162 - $171
20.6K $1.73M
AOR
Ishares Tr Core Growth Allocat

ETFs
321
+ 1.56%
$63.43 - $65.6 $20.4K - $21.1K
20.9K $1.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
32
+ 2.4%
$589.5 - $635.77 $18.9K - $20.3K
1.36K $823K
IEMG
Ishares Inc

ETFs
438
+ 6.06%
N/A
7.67K $411K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
510
+ 8.69%
$47.89 - $48.53 $24.4K - $24.8K
6.38K $305K
ICLN
Ishares

ETFs
8
+ 0.06%
$15.78 - $18.1 $126 - $145
12.8K $218K
IJS
Ishares S&P Smallcap 600 Value

ETFs
129
+ 2.39%
$105.91 - $113.18 $13.7K - $14.6K
5.53K $608K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
74
+ 2.07%
$137.47 - $143.13 $10.2K - $10.6K
3.65K $515K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
90
+ 1.01%
$99.87 - $101.27 $8.99K - $9.11K
9.01K $901K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3
+ 0.07%
$132.94 - $139.8 $399 - $419
4.38K $601K
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.16%
$653.02 - $687.39 $6.53K - $6.87K
6.13K $4.08M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
604
+ 1.99%
$42.41 - $44.49 $25.6K - $26.9K
31K $1.33M
IJK
Ishares S&P Midcap 400 Growth

ETFs
72
+ 2.44%
$93.11 - $97.9 $6.7K - $7.05K
3.02K $285K
SJNK
Spdr Bloomberg Short Term High

ETFs
46
+ 0.33%
$25.2 - $25.57 $1.16K - $1.18K
14.1K $355K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
9
+ 0.27%
$125.45 - $131.1 $1.13K - $1.18K
3.33K $424K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
195
+ 1.03%
$88.9 - $93.29 $17.3K - $18.2K
19.1K $1.72M
VOE
Vanguard Mid Cap Value Index F

ETFs
362
+ 0.35%
$169.53 - $176.53 $61.4K - $63.9K
104K $18.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.67K
+ 0.34%
$28.46 - $29.45 $75.8K - $78.5K
782K $22.7M
IAT
Ishares Tr

ETFs
91
+ 0.9%
$47.69 - $52.3 $4.34K - $4.76K
10.2K $512K
VB
Vanguard Small Cap ETF

ETFs
817
+ 1.56%
$248.1 - $260.08 $203K - $212K
53.2K $13.3M
Activity Summary
Buys All Purchases 57 New Holdings 11 Increased Positions 46 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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