SAGE FINANCIAL GROUP INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 854 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.9%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,502,440
-6.8%
104,770
-3.4%
2.27%
-2.3%
Q2 2023$21,989,679
+8.8%
108,473
+0.3%
2.33%
+1.6%
Q1 2023$20,207,609
+1.1%
108,172
-5.7%
2.29%
-6.0%
Q4 2022$19,988,035
+19.6%
114,742
+12.3%
2.44%
+6.4%
Q3 2022$16,716,000
-14.0%
102,203
-9.4%
2.29%
-10.9%
Q2 2022$19,445,000
-1.7%
112,822
+18.9%
2.57%
+11.6%
Q1 2022$19,777,000
+14.5%
94,858
+21.4%
2.30%
+25.2%
Q4 2021$17,274,000
+10.7%
78,154
+0.7%
1.84%
-4.1%
Q3 2021$15,600,000
+4.7%
77,643
+4.6%
1.92%
+4.5%
Q2 2021$14,906,000
+17.4%
74,251
+8.3%
1.84%
+10.1%
Q1 2021$12,701,000
+4.3%
68,541
-1.1%
1.67%
-0.3%
Q4 2020$12,182,000
+14.6%
69,317
+2.0%
1.67%
-3.9%
Q3 2020$10,630,000
+8.6%
67,948
-0.7%
1.74%
-1.4%
Q2 2020$9,787,000
+43.8%
68,439
+19.1%
1.76%
+37.5%
Q1 2020$6,806,000
-7.6%
57,469
+15.4%
1.28%
+27.2%
Q4 2019$7,362,000
+8.0%
49,796
-0.4%
1.01%
-0.6%
Q3 2019$6,817,000
+7.0%
50,006
+5.7%
1.02%
+7.5%
Q2 2019$6,370,000
-2.6%
47,287
-6.1%
0.94%
-6.7%
Q1 2019$6,539,000
+27.6%
50,376
+12.9%
1.01%
+18.2%
Q4 2018$5,123,000
+8.9%
44,605
+26.5%
0.86%
-7.6%
Q3 2018$4,706,000
+3.5%
35,247
-3.3%
0.93%
-5.0%
Q2 2018$4,546,000
+3.1%
36,441
+0.2%
0.98%
+0.2%
Q1 2018$4,410,000
-4.1%
36,385
-3.0%
0.97%
+9.0%
Q4 2017$4,597,000
+13.9%
37,502
+7.2%
0.89%
+1.0%
Q3 2017$4,036,000
+3.7%
34,977
-0.2%
0.88%
-1.2%
Q2 2017$3,892,000
+1.9%
35,061
-0.8%
0.90%
-4.4%
Q1 2017$3,820,000
-0.2%
35,340
-5.5%
0.94%
-4.7%
Q4 2016$3,828,000
+4.1%
37,397
+0.8%
0.98%
-6.9%
Q3 2016$3,678,000
+1.3%
37,088
-2.1%
1.06%
-8.3%
Q2 2016$3,632,000
+5.9%
37,891
+3.9%
1.15%
-3.9%
Q1 2016$3,430,000
+1.5%
36,481
+0.9%
1.20%
+8.8%
Q4 2015$3,379,000
-23.3%
36,141
-27.7%
1.10%
-29.7%
Q3 2015$4,403,000
+28.0%
50,005
+37.8%
1.57%
-2.9%
Q2 2015$3,441,000
+0.8%
36,293
+1.2%
1.61%
-0.9%
Q1 2015$3,415,000
-30.3%
35,879
-30.9%
1.63%
-11.4%
Q4 2014$4,898,000
+2.8%
51,891
-1.5%
1.84%
-22.1%
Q3 2014$4,765,000
+2.6%
52,670
+2.1%
2.36%
+4.9%
Q2 2014$4,644,000
+4.5%
51,590
-0.1%
2.25%
-11.0%
Q1 2014$4,443,000
+6.9%
51,655
+5.4%
2.53%
+26.2%
Q4 2013$4,157,00049,0232.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders