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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

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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
2024-03-31 $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

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

View all positions for Sage Financial Management Group

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Natixis Asset Management Advisors
Mason Investment Advisory Services
Charles Schwab Investment Advisory
Bessemer
Commonwealth Equity Services
Envestnet Asset Management
Clark Capital Management Group
Us Bancorp
Assetmark
Morgan Stanley
UBS Group
Northwestern Mutual Wealth Management Company
Waddell & Associates
Symmetry Partner

View all funds holding Vanguard FTSE All Wld Ex USSml Cap