Sageworth Trust Co VOO VANGUARD S&P 500 ETF

Ownership history in Sageworth Trust Co  ·  50 quarters on record

AI Ownership Summary

Sageworth Trust Co reported VANGUARD S&P 500 ETF (VOO) in 50 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 10.82% in 2025 Q2. The latest visible filing shows VOO at 10.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sageworth Trust Co's position in VANGUARD S&P 500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VOO was reported at 10.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.82% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sageworth Trust Co held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 402,887 +29,972 +8.0% 10.35% $240.7M 2026-04-29 $654.24
2025 Q4 ADDED 372,915 +18,072 +5.1% 10.02% $233.9M 2026-02-03 $632.15
2025 Q3 ADDED 354,843 +10,869 +3.2% 10.12% $217.3M 2025-11-07 $613.21
2025 Q2 ADDED 343,974 +18,712 +5.8% 10.82% $195.4M 2025-07-21 $572.87
2025 Q1 ADDED 325,262 +21,028 +6.9% 10.39% $167.2M 2025-04-28 $500.42
2024 Q4 ADDED 304,234 +18,976 +6.7% 10.13% $163.9M 2025-01-28 $547.37
2024 Q3 ADDED 285,258 +37,652 +15.2% 8.97% $150.5M 2024-10-24 $522.67
2024 Q2 ADDED 247,606 +23,964 +10.7% 7.81% $123.8M 2024-07-16 $507.91
2024 Q1 ADDED 223,642 +14,595 +7.0% 6.93% $107.5M 2024-04-16 $451.25
2023 Q4 ADDED 209,047 +2,692 +1.3% 6.23% $91.3M 2024-01-23 $433.12
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sageworth Trust Co and VOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sageworth Trust Co reported owning VOO?

Sageworth Trust Co reported VOO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VOO position in Sageworth Trust Co's portfolio?

The largest reported portfolio weight for VOO was 10.82% in 2025 Q2.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when Sageworth Trust Co reported 402,887 shares, equal to 10.35% of portfolio, with an estimated market value of $240.7M.

What does the chart on this VOO ownership page compare?

The chart compares Sageworth Trust Co's quarterly VOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sageworth Trust Co time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, Sageworth Trust Co correctly timed 28 out of 49 reported position changes (57%).

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