SAGE FINANCIAL GROUP INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$46,494,929
-5.6%
170,743
-1.9%
5.15%
-1.1%
Q2 2023$49,245,006
+12.7%
174,035
-0.6%
5.21%
+5.2%
Q1 2023$43,693,141
+18.9%
175,165
+1.5%
4.95%
+10.5%
Q4 2022$36,761,461
+11.1%
172,500
+11.5%
4.48%
-1.2%
Q3 2022$33,099,000
-2.2%
154,704
+1.9%
4.53%
+1.5%
Q2 2022$33,831,000
-22.1%
151,783
+0.6%
4.47%
-11.6%
Q1 2022$43,413,000
-8.1%
150,949
+2.6%
5.06%
+0.6%
Q4 2021$47,225,000
+8.0%
147,164
-2.3%
5.03%
-6.5%
Q3 2021$43,729,000
+0.0%
150,702
-1.1%
5.38%
-0.1%
Q2 2021$43,715,000
+11.3%
152,417
-0.2%
5.38%
+4.4%
Q1 2021$39,262,000
-2.9%
152,747
-4.3%
5.15%
-7.1%
Q4 2020$40,417,000
+7.1%
159,536
-3.8%
5.55%
-10.2%
Q3 2020$37,731,000
+7.2%
165,772
-4.8%
6.17%
-2.6%
Q2 2020$35,186,000
+24.4%
174,108
-3.5%
6.34%
+18.9%
Q1 2020$28,277,000
-21.3%
180,462
-8.5%
5.33%
+8.2%
Q4 2019$35,939,000
+5.2%
197,281
-4.0%
4.93%
-3.2%
Q3 2019$34,173,000
-2.8%
205,514
-4.5%
5.09%
-2.2%
Q2 2019$35,151,000
+3.2%
215,134
-1.2%
5.21%
-1.3%
Q1 2019$34,075,000
+17.0%
217,841
+0.5%
5.28%
+8.4%
Q4 2018$29,132,000
-15.2%
216,865
+1.7%
4.86%
-28.0%
Q3 2018$34,351,000
+7.4%
213,306
-0.1%
6.76%
-1.5%
Q2 2018$31,974,000
+3.1%
213,432
-2.4%
6.86%
+0.2%
Q1 2018$31,025,000
+3.6%
218,674
+2.7%
6.85%
+17.7%
Q4 2017$29,942,000
+13.8%
212,883
+7.5%
5.82%
+0.9%
Q3 2017$26,300,000
+7.8%
198,120
+3.1%
5.76%
+2.7%
Q2 2017$24,407,000
+21.1%
192,122
+15.9%
5.61%
+13.6%
Q1 2017$20,160,000
+17.6%
165,705
+7.8%
4.94%
+12.4%
Q4 2016$17,142,000
+5.4%
153,771
+6.1%
4.40%
-5.8%
Q3 2016$16,270,000
+5.8%
144,888
+1.0%
4.67%
-4.2%
Q2 2016$15,378,000
+1.2%
143,456
+0.4%
4.87%
-8.2%
Q1 2016$15,203,000
+1.4%
142,818
+1.4%
5.31%
+8.7%
Q4 2015$14,986,000
-27.8%
140,860
-31.9%
4.88%
-33.8%
Q3 2015$20,746,000
+26.7%
206,861
+35.2%
7.38%
-3.9%
Q2 2015$16,373,000
-1.8%
152,949
-4.0%
7.68%
-3.3%
Q1 2015$16,671,000
-23.8%
159,370
-24.0%
7.95%
-3.2%
Q4 2014$21,878,000
+4.1%
209,575
-0.6%
8.21%
-21.1%
Q3 2014$21,017,000
-0.3%
210,863
-1.1%
10.41%
+1.9%
Q2 2014$21,090,000
+4.7%
213,246
-1.0%
10.22%
-10.8%
Q1 2014$20,140,000
+0.6%
215,445
+0.1%
11.46%
+18.7%
Q4 2013$20,020,000215,1549.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders