• 13F History

SAGE FINANCIAL GROUP INC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$1.24B
Signature - Title
John Sion - CCO
Location
W. Conshohocken, PA
Summary
This page shows a list of all the recent 13F filings made by SAGE FINANCIAL GROUP INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SAGE FINANCIAL GROUP INC reported 100 stock holdings with total value $1.24B as of Q4 2024. Top holdings included SCHX, IJH, VUG, IJR, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 100 $1.24B +$462M -$10.5M +$452M SCHX, IJH, VUG, IJR, VTV 13F-HR 1/23/2025, 02:00 PM
Q3 2024 104 $1.22B +$7M -$10.5M -$3.46M SCHX, IJH, VUG, VTV, IJR 13F-HR 10/29/2024, 10:40 AM
Q2 2024 101 $1.15B +$35.2M -$8.18M +$27M SCHX, IJH, VUG, VTV, IJR 13F-HR 8/2/2024, 02:04 PM
Q1 2024 102 $1.11B +$69.3M -$15.3M +$53.9M SCHX, IJH, VUG, VTV, IJR 13F-HR 4/30/2024, 09:58 AM
Q4 2023 101 $1.03B +$32.3M -$9.16M +$23.1M SCHX, IJH, VUG, VTV, IJR 13F-HR 1/18/2024, 11:31 AM
Q3 2023 98 $902M +$9.82M -$15.6M -$5.74M SCHX, IJH, VUG, VTV, IJR 13F-HR 10/12/2023, 11:34 AM
Q2 2023 98 $945M +$18M -$9.24M +$8.76M SCHX, IJH, VUG, VTV, IJR 13F-HR 7/27/2023, 12:00 PM
Q1 2023 95 $882M +$44.6M -$16.7M +$28M SCHX, IJH, VTV, VUG, IJR 13F-HR 4/18/2023, 02:51 PM
Q4 2022 94 $821M +$56.1M -$13.2M +$42.9M SCHX, VTV, IJH, VUG, IJR 13F-HR 1/31/2023, 12:38 PM
Q3 2022 88 $730M +$28.6M -$14.1M +$14.5M SCHX, VTV, IJH, VUG, IJR 13F-HR 10/27/2022, 11:25 AM
Q2 2022 88 $757M +$61.2M -$22.4M +$38.9M SCHX, VTV, IJH, VUG, VEU 13F-HR 7/25/2022, 02:36 PM
Q1 2022 75 $859M +$246M -$49M +$197M SCHX, VTV, VUG, IJH, IJR 13F-HR 5/2/2022, 12:07 PM
Q4 2021 76 $939M +$70.9M -$5.65M +$65.3M SCHX, VTV, VUG, IJH, VEU 13F-HR 1/24/2022, 10:54 AM
Q3 2021 71 $813M +$12.1M -$5.46M +$6.59M SCHX, VTV, VUG, IJH, VEU 13F-HR 11/8/2021, 12:55 PM
Q2 2021 70 $812M +$7.68M -$9.43M -$1.75M SCHX, VTV, VUG, IJH, VEU 13F-HR 8/16/2021, 09:02 AM
Q1 2021 67 $762M +$5.22M -$18M -$12.8M SCHX, VTV, VUG, IJH, VEU 13F-HR 4/29/2021, 01:07 PM
Q4 2020 70 $729M +$42.5M -$11.4M +$31.1M SCHX, VUG, VTV, IJH, VEU 13F-HR 1/28/2021, 09:45 AM
Q3 2020 68 $611M +$20.6M -$5.23M +$15.4M SCHX, VUG, VTV, VEU, IJH 13F-HR 10/26/2020, 01:10 PM
Q2 2020 70 $555M +$20.5M -$86.9M -$66.4M SCHX, VUG, VTV, VEU, IJH 13F-HR 7/16/2020, 11:15 AM
Q1 2020 68 $530M +$10.6M -$64.2M -$53.7M SCHX, JPST, VEU, VUG, VTV 13F-HR 4/16/2020, 01:09 PM
Q4 2019 66 $729M +$18.4M -$5.21M +$13.2M SCHX, VEU, JPST, VTV, VUG 13F-HR 1/30/2020, 12:18 PM
Q3 2019 64 $671M +$11.8M -$7.74M +$4.09M SCHX, VEU, JPST, VTV, VUG 13F-HR 11/4/2019, 08:33 AM
Q2 2019 70 $675M +$22.2M -$10.1M +$12M SCHX, VEU, JPST, VTV, VUG 13F-HR 7/24/2019, 11:53 AM
Q1 2019 75 $646M +$32.6M -$25M +$7.6M SCHX, JPST, VEU, VTV, VUG 13F-HR 4/25/2019, 09:05 AM
Q4 2018 75 $599M +$164M -$3.82M +$160M SCHX, JPST, VEU, VTV, VUG 13F-HR 1/28/2019, 12:11 PM
Q3 2018 58 $508M +$20.9M -$3.98M +$16.9M SCHX, VEU, VTV, VUG, VOO 13F-HR 10/22/2018, 11:58 AM
Q2 2018 55 $466M +$7.17M -$2.76M +$4.4M SCHX, VEU, VTV, VUG, VOE 13F-HR 7/26/2018, 09:47 AM
Q1 2018 55 $453M +$4.49M -$28M -$23.5M SCHX, VEU, VTV, VUG, VOE 13F-HR 4/26/2018, 10:39 AM
Q4 2017 60 $515M +$72.8M -$36.3M +$36.5M SCHX, VEU, VTV, VUG, QAI 13F-HR 2/5/2018, 09:10 AM
Q3 2017 56 $456M +$8.9M -$1.41M +$7.49M SCHX, AMJ, VEU, VTV, VUG 13F-HR 11/1/2017, 11:51 AM
Q2 2017 56 $435M +$20.4M -$180K +$20.3M SCHX, AMJ, VEU, VTV, VUG 13F-HR 7/27/2017, 11:42 AM
Q1 2017 53 $408M +$12.2M -$12.1M +$116K SCHX, AMJ, VEU, VTV, VUG 13F-HR 4/24/2017, 11:53 AM
Q4 2016 47 $390M +$42M -$162K +$41.8M SCHX, AMJ, VEU, VTV, VUG 13F-HR 1/26/2017, 09:18 AM
Q3 2016 43 $348M +$21.8M -$79.6K +$21.8M SCHX, AMJ, VTV, VUG, EMB 13F-HR 10/27/2016, 02:13 PM
Q2 2016 43 $316M +$19.8M -$102K +$19.7M SCHX, AMJ, VTV, VUG, EMB Restatement 8/4/2016, 02:15 PM
Q1 2016 45 $286M +$14M -$27.9M -$13.9M SCHX, AMJ, VUG, VTV, EMB 13F-HR 5/9/2016, 09:45 AM
Q4 2015 61 $307M +$48.8M -$33.1M +$15.7M SCHX, AMJ, VWO, EMB, VUG 13F-HR 1/28/2016, 12:17 PM
Q3 2015 42 $281M +$83.5M -$1.38M +$82.2M SCHX, AMJ, VUG, EMB, VTV 13F-HR 11/5/2015, 08:51 AM
Q2 2015 40 $213M +$5.29M -$1.33M +$3.96M SCHX, VUG, VTV, IWF, VV 13F-HR 8/13/2015, 10:36 AM
Q1 2015 38 $210M +$7.04M -$58.6M -$51.6M SCHX, VUG, VTV, IWF, VV 13F-HR 5/11/2015, 03:19 PM
Q4 2014 41 $262M +$56.6M -$248K +$56.4M SCHX, EMB, VUG, VTV, SCHE 13F-HR 1/22/2015, 10:56 AM
Q3 2014 34 $202M +$1.99M -$409K +$1.59M SCHX, VUG, VTV, VV, IWF 13F-HR 10/16/2014, 12:53 PM
Q2 2014 36 $206M +$24.2M -$1.34M +$22.9M SCHX, VUG, VTV, BOND, VV 13F-HR 7/31/2014, 02:00 PM
Q1 2014 36 $176M +$7.3M -$33.9M -$26.6M SCHX, VUG, VTV, VV, IWF 13F-HR 4/28/2014, 04:33 PM
Q4 2013 37 $207M SCHX, EBND, VUG, VTV, HYMB 13F-HR 1/23/2014, 01:19 PM