SAGE FINANCIAL GROUP INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,306,862
-4.7%
109,246
+0.7%
1.59%
-0.1%
Q2 2023$15,009,007
+4.2%
108,462
+1.0%
1.59%
-2.7%
Q1 2023$14,399,576
+4.9%
107,403
+5.9%
1.63%
-2.4%
Q4 2022$13,720,442
+10.7%
101,453
-0.3%
1.67%
-1.5%
Q3 2022$12,394,000
-5.3%
101,782
+0.7%
1.70%
-1.8%
Q2 2022$13,085,000
-14.4%
101,027
-1.1%
1.73%
-2.9%
Q1 2022$15,287,000
-1.9%
102,137
-1.5%
1.78%
+7.3%
Q4 2021$15,584,000
+6.8%
103,664
-0.9%
1.66%
-7.6%
Q3 2021$14,597,000
-2.3%
104,555
-1.7%
1.80%
-2.4%
Q2 2021$14,944,000
+3.0%
106,362
-1.1%
1.84%
-3.4%
Q1 2021$14,507,000
+6.9%
107,562
-5.7%
1.90%
+2.2%
Q4 2020$13,574,000
+17.7%
114,104
+0.3%
1.86%
-1.3%
Q3 2020$11,535,000
+12.7%
113,791
+6.4%
1.89%
+2.3%
Q2 2020$10,234,000
+14.2%
106,938
-3.0%
1.84%
+9.1%
Q1 2020$8,962,000
-38.9%
110,247
-10.4%
1.69%
-15.9%
Q4 2019$14,662,000
+5.1%
123,013
-0.4%
2.01%
-3.3%
Q3 2019$13,951,000
+1.0%
123,464
-0.5%
2.08%
+1.6%
Q2 2019$13,809,000
+2.8%
124,026
-0.4%
2.04%
-1.7%
Q1 2019$13,437,000
+13.0%
124,558
-0.2%
2.08%
+4.7%
Q4 2018$11,894,000
-24.0%
124,860
-9.7%
1.99%
-35.4%
Q3 2018$15,640,000
+2.7%
138,318
+0.3%
3.08%
-5.8%
Q2 2018$15,227,000
+4.5%
137,853
+3.5%
3.27%
+1.6%
Q1 2018$14,567,000
-0.4%
133,170
+1.5%
3.22%
+13.1%
Q4 2017$14,632,000
+5.5%
131,144
-0.1%
2.84%
-6.5%
Q3 2017$13,864,000
+1.2%
131,241
-1.5%
3.04%
-3.6%
Q2 2017$13,705,000
+4.5%
133,229
+3.5%
3.15%
-1.9%
Q1 2017$13,114,000
+4.3%
128,666
-0.5%
3.21%
-0.3%
Q4 2016$12,570,000
+6.6%
129,330
+2.6%
3.22%
-4.8%
Q3 2016$11,796,000
+11.4%
126,061
+6.0%
3.38%
+0.9%
Q2 2016$10,589,000
+11.0%
118,870
+8.6%
3.36%
+0.8%
Q1 2016$9,538,000
+15.8%
109,483
+14.2%
3.33%
+24.0%
Q4 2015$8,237,000
+467.7%
95,837
+449.7%
2.68%
+420.3%
Q3 2015$1,451,000
+37.3%
17,433
+49.4%
0.52%
+4.0%
Q2 2015$1,057,000
+7.2%
11,672
+8.7%
0.50%
+5.5%
Q1 2015$986,000
+24.7%
10,733
+8.3%
0.47%
+23.4%
Q4 2013$791,0009,9150.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Waverly Advisors, LLC 540,505$61,077,0008.76%
Dougherty Wealth Advisers LLC 19,972$2,257,0007.42%
FORTE CAPITAL LLC /ADV 188,633$21,316,0006.59%
Money Design Co.,Ltd. 269,870$30,495,0006.41%
BHK Investment Advisors, LLC 97,225$10,986,0006.34%
Summit Financial, LLC 319,281$34,749,323,0005.89%
Shakespeare Wealth Management, LLC 73,856$8,346,0004.83%
Capital Advantage, Inc. 121,914$13,776,0004.77%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 81,204$9,176,0004.39%
View complete list of VANGUARD INDEX FDS shareholders