SAGE FINANCIAL GROUP INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,160,243
-6.7%
61,445
+0.1%
1.46%
-2.2%
Q2 2023$14,101,212
+6.7%
61,379
+0.5%
1.49%
-0.4%
Q1 2023$13,218,298
+23.4%
61,080
+14.3%
1.50%
+14.7%
Q4 2022$10,712,646
+3.4%
53,419
+0.7%
1.31%
-8.0%
Q3 2022$10,356,000
+2.1%
53,071
+3.1%
1.42%
+5.9%
Q2 2022$10,142,000
-18.9%
51,476
+2.1%
1.34%
-8.0%
Q1 2022$12,509,000
-9.5%
50,413
+2.8%
1.46%
-1.0%
Q4 2021$13,824,000
+1.8%
49,059
+1.2%
1.47%
-11.9%
Q3 2021$13,583,000
-5.1%
48,484
-1.8%
1.67%
-5.2%
Q2 2021$14,307,000
+1.0%
49,372
-4.3%
1.76%
-5.3%
Q1 2021$14,171,000
-7.2%
51,597
-9.6%
1.86%
-11.2%
Q4 2020$15,270,000
+27.7%
57,051
+2.5%
2.10%
+7.1%
Q3 2020$11,961,000
+12.0%
55,652
+4.0%
1.96%
+1.7%
Q2 2020$10,677,000
+39.3%
53,491
+4.9%
1.92%
+33.1%
Q1 2020$7,667,000
-39.0%
51,013
-19.4%
1.44%
-16.2%
Q4 2019$12,574,000
+8.5%
63,282
-0.6%
1.72%
-0.2%
Q3 2019$11,593,000
-1.8%
63,682
+0.5%
1.73%
-1.2%
Q2 2019$11,802,000
+3.6%
63,382
-0.0%
1.75%
-0.9%
Q1 2019$11,391,000
+23.2%
63,384
+3.3%
1.76%
+14.2%
Q4 2018$9,243,000
-6.8%
61,377
+15.9%
1.54%
-20.8%
Q3 2018$9,916,000
+7.0%
52,936
+0.4%
1.95%
-1.9%
Q2 2018$9,266,000
+5.0%
52,706
-2.1%
1.99%
+2.1%
Q1 2018$8,827,000
+3.0%
53,842
+1.0%
1.95%
+16.9%
Q4 2017$8,574,000
+8.0%
53,305
+2.5%
1.67%
-4.3%
Q3 2017$7,938,000
+9.1%
52,007
+4.2%
1.74%
+4.1%
Q2 2017$7,275,000
+10.4%
49,920
+6.5%
1.67%
+3.5%
Q1 2017$6,592,000
+9.7%
46,865
+3.9%
1.62%
+4.8%
Q4 2016$6,008,000
+9.0%
45,122
+7.8%
1.54%
-2.6%
Q3 2016$5,514,000
+8.8%
41,843
+2.3%
1.58%
-1.5%
Q2 2016$5,067,000
+5.0%
40,898
+0.9%
1.61%
-4.6%
Q1 2016$4,824,000
-0.2%
40,537
+1.9%
1.68%
+6.9%
Q4 2015$4,832,000
+1631.9%
39,793
+1645.3%
1.58%
+1066.7%
Q4 2013$279,0002,2800.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders