SAGE FINANCIAL GROUP INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,147,827
-4.5%
29,523
+0.9%
0.68%0.0%
Q2 2023$6,438,829
+7.7%
29,246
+3.2%
0.68%
+0.6%
Q1 2023$5,978,258
+17.4%
28,344
+13.5%
0.68%
+9.2%
Q4 2022$5,091,322
+8.4%
24,981
+0.0%
0.62%
-3.6%
Q3 2022$4,695,000
-2.5%
24,978
+2.2%
0.64%
+1.1%
Q2 2022$4,813,000
-2.4%
24,436
+17.8%
0.64%
+10.8%
Q1 2022$4,932,000
-7.6%
20,739
-1.0%
0.57%
+1.1%
Q4 2021$5,336,000
+6.0%
20,946
-1.5%
0.57%
-8.2%
Q3 2021$5,034,000
-1.0%
21,261
-0.8%
0.62%
-1.1%
Q2 2021$5,085,000
+7.6%
21,423
+0.4%
0.63%
+1.0%
Q1 2021$4,724,000
+5.6%
21,343
-1.3%
0.62%
+1.0%
Q4 2020$4,472,000
+20.1%
21,628
+2.4%
0.61%
+0.8%
Q3 2020$3,723,000
+5.8%
21,123
-1.6%
0.61%
-3.9%
Q2 2020$3,518,000
+125.2%
21,462
+80.8%
0.63%
+115.6%
Q1 2020$1,562,000
-28.6%
11,868
-3.3%
0.29%
-2.0%
Q4 2019$2,187,000
+6.5%
12,277
+0.2%
0.30%
-2.0%
Q3 2019$2,054,000
+6.4%
12,253
+6.1%
0.31%
+7.0%
Q2 2019$1,931,000
+1.3%
11,551
-2.6%
0.29%
-3.1%
Q1 2019$1,907,000
+14.8%
11,864
-1.3%
0.30%
+6.5%
Q4 2018$1,661,000
-17.1%
12,022
-1.4%
0.28%
-29.7%
Q3 2018$2,003,000
+3.4%
12,198
-0.8%
0.39%
-5.3%
Q2 2018$1,938,000
-2.5%
12,296
-4.6%
0.42%
-5.2%
Q1 2018$1,988,000
+4.2%
12,891
+4.6%
0.44%
+18.6%
Q4 2017$1,907,000
+16.3%
12,322
+10.5%
0.37%
+3.1%
Q3 2017$1,640,000
+3.7%
11,155
+0.5%
0.36%
-1.1%
Q2 2017$1,581,000
+7.5%
11,096
+5.0%
0.36%
+0.8%
Q1 2017$1,471,000
-5.8%
10,564
-11.0%
0.36%
-10.2%
Q4 2016$1,562,000
+16.7%
11,870
+14.8%
0.40%
+4.4%
Q3 2016$1,338,000
+131.5%
10,340
+114.9%
0.38%
+104.3%
Q4 2015$578,000
-55.8%
4,811
-67.1%
0.19%
-61.7%
Q4 2014$1,309,00014,6410.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders