SageView Advisory Group’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard Small-Cap ETF (VB) stake by 10% in Q4 2025, selling an estimated $626K and leaving 20,884 shares worth $5.39M. The position accounts for 0.18% of the portfolio, ranked #71.

SageView Advisory Group first reported a position in VB in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.08M in Q4 2024. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.

SageView Advisory Group held 20,884 shares of Vanguard Small-Cap ETF worth $5.39M as of Q4 2025.
SageView Advisory Group sold 2,443 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $626K.
Vanguard Small-Cap ETF made up 0.18% of SageView Advisory Group's portfolio in Q4 2025, its #71 holding.
SageView Advisory Group first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Vanguard Small-Cap ETF position peaked at $8.08M in Q4 2024.
2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

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