SAG
VAC icon

SageView Advisory Group’s Marriott Vacations Worldwide VAC Stock Holding History

SageView Advisory Group’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$9.81K Buy
+170
New +$10K ﹤0.01% 1720
2024
Q2 		– Sell
-1,909
Closed -$385K – 779
2024
Q1 		$385K Buy
+1,909
New +$172K 0.02% 365

Other funds holding VAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SageView Advisory Group's VAC Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Marriott Vacations Worldwide (VAC) in Q4 2025: 170 shares worth $9.81K. The stake represents ﹤0.01% of the portfolio and ranks #1720 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in VAC as recently as Q1 2024.

SageView Advisory Group first reported a position in VAC in Q1 2024 and has held it in 2 quarters since. The position peaked at $385K in Q1 2024. 336 funds tracked by Wall St. Rank hold VAC as of Q4 2025.

  • SageView Advisory Group held 170 shares of Marriott Vacations Worldwide worth $9.81K as of Q4 2025.
  • Marriott Vacations Worldwide was a new SageView Advisory Group position in Q4 2025.
  • Marriott Vacations Worldwide made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1720 holding.
  • SageView Advisory Group first reported a position in Marriott Vacations Worldwide in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Marriott Vacations Worldwide position peaked at $385K in Q1 2024.
  • 336 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.