Sage Financial Management Group, Inc. VSS VANGUARD INTL EQUITY INDEX F

Ownership history in Sage Financial Management Group, Inc.  ·  11 quarters on record

AI Ownership Summary

Sage Financial Management Group, Inc. reported VANGUARD INTL EQUITY INDEX F (VSS) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.15% in 2023 Q4. The latest visible filing shows VSS at 1.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VSS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sage Financial Management Group, Inc.'s position in VANGUARD INTL EQUITY INDEX F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VSS was reported at 1.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.15% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sage Financial Management Group, Inc. held VSS — position size vs. price
% of Fund (quarterly)    VSS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 41,591 +701 +1.7% 1.86% $6.1M 2026-04-21 $155.39
2025 Q4 ADDED 40,890 +928 +2.3% 1.79% $5.9M 2026-02-05 $150.44
2025 Q3 ADDED 39,962 +757 +1.9% 1.82% $5.7M 2025-10-23 $139.33
2025 Q2 REDUCED 8.3% +6.4% 39,205 -3,539 -8.3% 1.82% $5.3M 2025-07-21 $131.67
2025 Q1 ADDED 42,744 +2,056 +5.1% 1.79% $4.9M 2025-04-23 $112.84
2024 Q4 REDUCED 40,688 -532 -1.3% 1.73% $4.7M 2025-01-23 $111.01
2024 Q3 ADDED 41,220 +3,189 +8.4% 2.01% $5.2M 2024-10-17 $115.74
2024 Q1 ADDED 38,031 +3,227 +9.3% 2.10% $4.4M 2024-05-01 $106.53
2023 Q4 ADDED 34,804 +2,559 +7.9% 2.15% $4.0M 2024-01-17 $101.86
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sage Financial Management Group, Inc. and VSS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sage Financial Management Group, Inc. reported owning VSS?

Sage Financial Management Group, Inc. reported VSS across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VSS position in Sage Financial Management Group, Inc.'s portfolio?

The largest reported portfolio weight for VSS was 2.15% in 2023 Q4.

What is the latest reported VSS position on this page?

The most recent filing on this page is 2026 Q1, when Sage Financial Management Group, Inc. reported 41,591 shares, equal to 1.86% of portfolio, with an estimated market value of $6.1M.

What does the chart on this VSS ownership page compare?

The chart compares Sage Financial Management Group, Inc.'s quarterly VSS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sage Financial Management Group, Inc. time their VSS position?

Based on 13F filing dates vs. subsequent VSS price moves, Sage Financial Management Group, Inc. correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on VSS relative to SPY over the holding period was -4.0%.

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