SAGE FINANCIAL GROUP INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$46,284,086
-4.4%
335,562
-1.5%
5.13%
+0.2%
Q2 2023$48,411,898
+1.6%
340,689
-1.3%
5.12%
-5.2%
Q1 2023$47,657,711
-0.5%
345,071
+1.1%
5.40%
-7.5%
Q4 2022$47,907,447
+15.0%
341,294
+1.2%
5.84%
+2.3%
Q3 2022$41,641,000
-4.1%
337,228
+2.5%
5.70%
-0.5%
Q2 2022$43,405,000
-11.7%
329,123
-1.1%
5.73%
+0.1%
Q1 2022$49,175,000
+0.6%
332,761
+0.1%
5.73%
+10.0%
Q4 2021$48,888,000
+7.7%
332,325
-0.9%
5.20%
-6.8%
Q3 2021$45,413,000
-1.6%
335,476
-0.1%
5.58%
-1.7%
Q2 2021$46,155,000
+3.4%
335,770
-1.1%
5.68%
-3.0%
Q1 2021$44,621,000
+11.0%
339,425
+0.5%
5.86%
+6.2%
Q4 2020$40,193,000
+17.0%
337,866
+2.8%
5.52%
-1.9%
Q3 2020$34,348,000
+10.0%
328,659
+4.9%
5.62%
-0.1%
Q2 2020$31,216,000
+16.4%
313,449
+4.1%
5.62%
+11.3%
Q1 2020$26,817,000
-34.0%
301,109
-11.2%
5.06%
-9.2%
Q4 2019$40,620,000
+6.1%
338,926
-1.2%
5.57%
-2.3%
Q3 2019$38,294,000
-0.9%
343,074
-1.5%
5.70%
-0.3%
Q2 2019$38,646,000
+3.0%
348,416
-0.0%
5.72%
-1.4%
Q1 2019$37,511,000
+11.9%
348,516
+1.8%
5.81%
+3.7%
Q4 2018$33,523,000
-6.1%
342,251
+6.1%
5.60%
-20.3%
Q3 2018$35,708,000
+8.5%
322,623
+1.8%
7.02%
-0.6%
Q2 2018$32,920,000
+1.6%
317,055
+0.9%
7.06%
-1.3%
Q1 2018$32,411,000
-0.6%
314,119
+2.4%
7.15%
+12.9%
Q4 2017$32,611,000
+7.9%
306,722
+1.3%
6.34%
-4.3%
Q3 2017$30,214,000
+4.1%
302,687
+0.7%
6.62%
-0.8%
Q2 2017$29,025,000
+5.6%
300,593
+4.3%
6.67%
-0.9%
Q1 2017$27,490,000
+8.2%
288,249
+5.6%
6.74%
+3.4%
Q4 2016$25,396,000
+8.7%
273,049
+1.7%
6.51%
-2.8%
Q3 2016$23,367,000
+20.3%
268,581
+17.6%
6.70%
+8.9%
Q2 2016$19,418,000
+65.3%
228,471
+60.2%
6.15%
+50.0%
Q1 2016$11,749,000
+6.7%
142,605
+5.5%
4.10%
+14.3%
Q4 2015$11,014,000
-11.3%
135,112
-16.5%
3.59%
-18.8%
Q3 2015$12,424,000
+12.9%
161,878
+22.6%
4.42%
-14.4%
Q2 2015$11,008,000
-5.2%
132,053
-4.8%
5.16%
-6.8%
Q1 2015$11,616,000
-21.2%
138,783
-20.5%
5.54%
+0.0%
Q4 2014$14,747,000
+4.0%
174,539
-0.0%
5.54%
-21.2%
Q3 2014$14,178,000
+0.1%
174,605
-0.2%
7.02%
+2.3%
Q2 2014$14,168,000
+1.7%
175,021
-1.9%
6.87%
-13.4%
Q1 2014$13,935,000
+3.3%
178,404
+1.0%
7.93%
+21.9%
Q4 2013$13,492,000176,6236.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders