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SageView Advisory Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

SageView Advisory Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$213K Sell
705
-164
-19% -$49.5K 0.01% 581
2025
Q3 		$259K Buy
869
+125
+17% +$36.1K 0.01% 559
2025
Q2 		$213K Sell
744
-86
-10% -$22.1K 0.01% 587
2025
Q1 		$209K Buy
830
+37
+5% +$10.3K 0.01% 569
2024
Q4 		$222K Sell
793
-17
-2% -$4.8K 0.01% 543
2024
Q3 		$217K Sell
810
-46
-5% -$11.8K 0.01% 479
2024
Q2 		$214K Sell
856
-67,588
-99% -$16.9M 0.01% 522
2024
Q1 		$16.4M Buy
68,444
+65,222
+2,024% +$16M 0.83% 16
2023
Q4 		$771K Buy
3,222
+686
+27% +$149K 0.03% 304
2023
Q3 		$543K Buy
2,536
+46
+2% +$10.5K 0.03% 320
2023
Q2 		$572K Sell
2,490
-1,485
-37% -$323K 0.03% 328
2023
Q1 		$860K Buy
3,975
+913
+30% +$197K 0.05% 228
2022
Q4 		$614K Buy
+3,062
New +$626K 0.05% 215

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 19% in Q4 2025, selling an estimated $49.5K and leaving 705 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #581.

SageView Advisory Group first reported a position in VBK in Q4 2022 and has held it in 13 quarters since. The position peaked at $16.4M in Q1 2024. 1,210 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • SageView Advisory Group held 705 shares of Vanguard Small-Cap Growth ETF worth $213K as of Q4 2025.
  • SageView Advisory Group sold 164 Vanguard Small-Cap Growth ETF shares in Q4 2025, an estimated $49.5K.
  • Vanguard Small-Cap Growth ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #581 holding.
  • SageView Advisory Group first reported a position in Vanguard Small-Cap Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Vanguard Small-Cap Growth ETF position peaked at $16.4M in Q1 2024.
  • 1,210 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2025.

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