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Vanguard FTSE All Wld Ex USSml Cap shares owned by Sage Financial Management Group

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Sage Financial Management Group from 13F filings

Historical chart of Sage Financial Management Group investment in Vanguard FTSE All Wld Ex USSml Cap

Tip: Access up to 7 years of quarterly data

All positions including Vanguard FTSE All Wld Ex USSml Cap held by Sage Financial Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Sage Financial Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.7M 41k 114.48
2024-09-30 $5.2M 41k 125.96
2024-03-31 $4.4M 38k 116.85
2023-12-31 $4.0M 35k 115.04
2023-09-30 $3.4M 32k 106.19
2023-03-31 $2.3M 21k 109.24

More positions owned by Sage Financial Management Group

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Sage Financial Management Group

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
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Bessemer
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Charles Schwab Investment Management
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Envestnet Asset Management
Commonwealth Equity Services
Goodman & Company, Investment Counsel
Clark Capital Management Group
Manufacturers Life Insurance Company
Assetmark
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard FTSE All Wld Ex USSml Cap