SAGE FINANCIAL GROUP INC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 882119
W. CONSHOHOCKEN, PA
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$400,441
-$8,789 QoQ
Shares Held
1,862
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
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 VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $400,441 | 1,862 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $409,230 | 1,862 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $406,116 | 1,882 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $378,230 | 1,848 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $358,493 | 1,848 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $362,872 | 1,853 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $367,995 | 1,858 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $343,741 | 1,883 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $511,490 | 2,801 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $602,875 | 3,538 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $426,673 | 2,746 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $457,402 | 2,816 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $518,397 | 3,366 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $568,830 | 3,746 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $554,966 | 4,106 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $589,087 | 4,106 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||