SAGE FINANCIAL GROUP INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 882119
W. CONSHOHOCKEN, PA
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$14,065,365
+$350,422 QoQ
Shares Held
53,701
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
18.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,065,365 | 53,701 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,714,943 | 53,169 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $13,312,066 | 52,352 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,175,321 | 51,377 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,245,718 | 23,656 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,294,810 | 22,036 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,054,470 | 21,308 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,596,501 | 21,081 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,308,921 | 18,850 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,347,452 | 20,379 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,137,436 | 11,305 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,247,457 | 11,300 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,932,943 | 10,197 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,638,278 | 8,926 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,577,670 | 9,231 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,566,850 | 8,897 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||