SAGE FINANCIAL GROUP INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,862,733
-5.3%
35,235
+0.1%
0.76%
-0.7%
Q2 2023$7,245,214
+5.5%
35,210
-0.0%
0.77%
-1.5%
Q1 2023$6,864,396
+22.6%
35,222
+13.1%
0.78%
+14.1%
Q4 2022$5,599,753
+3.2%
31,151
-2.1%
0.68%
-8.2%
Q3 2022$5,427,000
-1.2%
31,822
+1.6%
0.74%
+2.5%
Q2 2022$5,491,000
-23.6%
31,311
-2.9%
0.72%
-13.3%
Q1 2022$7,183,000
-9.6%
32,236
+3.3%
0.84%
-1.2%
Q4 2021$7,948,000
+5.5%
31,214
-2.1%
0.85%
-8.6%
Q3 2021$7,533,000
-6.4%
31,879
-6.3%
0.93%
-6.5%
Q2 2021$8,045,000
+5.8%
34,038
-3.9%
0.99%
-0.8%
Q1 2021$7,601,000
-5.3%
35,422
-6.4%
1.00%
-9.4%
Q4 2020$8,029,000
+14.9%
37,858
-2.4%
1.10%
-3.6%
Q3 2020$6,988,000
+6.2%
38,792
-2.6%
1.14%
-3.5%
Q2 2020$6,578,000
+42.2%
39,844
+9.1%
1.18%
+35.9%
Q1 2020$4,627,000
-19.9%
36,524
+0.4%
0.87%
+10.1%
Q4 2019$5,774,000
+12.9%
36,367
+5.3%
0.79%
+3.9%
Q3 2019$5,114,000
-4.8%
34,528
-4.0%
0.76%
-4.3%
Q2 2019$5,371,000
+3.7%
35,972
-0.8%
0.80%
-0.7%
Q1 2019$5,179,000
+21.5%
36,276
+1.8%
0.80%
+12.6%
Q4 2018$4,264,000
-14.0%
35,626
+2.3%
0.71%
-27.0%
Q3 2018$4,961,000
+5.2%
34,817
-0.7%
0.98%
-3.5%
Q2 2018$4,714,000
+4.7%
35,069
+0.9%
1.01%
+1.7%
Q1 2018$4,503,000
+6.8%
34,740
+5.2%
0.99%
+21.4%
Q4 2017$4,216,000
+6.3%
33,010
+1.3%
0.82%
-5.8%
Q3 2017$3,966,000
+2.2%
32,573
-1.2%
0.87%
-2.6%
Q2 2017$3,879,000
+44.1%
32,963
+38.3%
0.89%
+35.2%
Q1 2017$2,692,000
+37.9%
23,829
+29.0%
0.66%
+31.7%
Q4 2016$1,952,000
+35.3%
18,468
+36.2%
0.50%
+21.0%
Q3 2016$1,443,000
+38.8%
13,560
+32.9%
0.41%
+25.5%
Q2 2016$1,040,000
+2.4%
10,207
+0.7%
0.33%
-7.0%
Q1 2016$1,016,000
+10.4%
10,134
+9.9%
0.36%
+18.3%
Q4 2015$920,000
+263.6%
9,222
+228.4%
0.30%
+145.9%
Q4 2013$253,0002,8080.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders