SageView Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

SageView Advisory Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.83M	Sell	19,246 -723	-4%	-$207K	0.19%	74
2026 Q1	$5.23M	Sell	19,969 -915	-4%	-$248K	0.19%	67
2025 Q4	$5.39M	Sell	20,884 -2,443	-10%	-$626K	0.18%	71
2025 Q3	$5.93M	Sell	23,327 -2,629	-10%	-$652K	0.2%	62
2025 Q2	$6.38M	Sell	25,956 -3,217	-11%	-$718K	0.24%	46
2025 Q1	$6.47M	Sell	29,173 -4,463	-13%	-$1.07M	0.28%	42
2024 Q4	$8.08M	Buy	33,636 +13,830	+70%	+$3.4M	0.35%	37
2024 Q3	$4.7M	Sell	19,806 -3,685	-16%	-$837K	0.24%	55
2024 Q2	$5.12M	Buy	23,491 +622	+3%	+$137K	0.24%	52
2024 Q1	$7.87M	Sell	22,869 -4,653	-17%	-$1M	0.4%	35
2023 Q4	$5.84M	Buy	27,522 +2,032	+8%	+$392K	0.25%	54
2023 Q3	$4.82M	Sell	25,490 -680	-3%	-$135K	0.28%	48
2023 Q2	$5.2M	Buy	26,170 +1,202	+5%	+$227K	0.29%	50
2023 Q1	$4.73M	Sell	24,968 -3,315	-12%	-$643K	0.3%	51
2022 Q4	$5.19M	Buy	+28,283	New	+$5.24M	0.42%	50

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SageView Advisory Group's VB Position: Q2 2026 in Review

SageView Advisory Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.6% in Q2 2026, selling an estimated $207K and leaving 19,246 shares worth $5.83M. The position accounts for 0.19% of the portfolio, ranked #74.

SageView Advisory Group first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.08M in Q4 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

SageView Advisory Group held 19,246 shares of Vanguard Morningstar Small-Cap ETF worth $5.83M as of Q2 2026.
SageView Advisory Group sold 723 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $207K.
Vanguard Morningstar Small-Cap ETF made up 0.19% of SageView Advisory Group's portfolio in Q2 2026, its #74 holding.
SageView Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $8.08M in Q4 2024.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.