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

SageView Advisory Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$628K Sell
2,583
-328
-11% -$76.3K 0.02% 325
2026
Q1 		$633K Sell
2,911
-909
-24% -$203K 0.02% 306
2025
Q4 		$809K Sell
3,820
-790
-17% -$165K 0.03% 276
2025
Q3 		$962K Sell
4,610
-486
-10% -$99.4K 0.03% 269
2025
Q2 		$1.03M Sell
5,096
-910
-15% -$168K 0.04% 236
2025
Q1 		$1.12M Buy
6,006
+378
+7% +$74.7K 0.05% 208
2024
Q4 		$1.12M Buy
5,628
+1,280
+29% +$263K 0.05% 209
2024
Q3 		$873K Sell
4,348
-812
-16% -$156K 0.04% 217
2024
Q2 		$942K Sell
5,160
-465,132
-99% -$85.9M 0.04% 231
2024
Q1 		$82.4M Buy
470,292
+465,847
+10,480% +$84.1M 4.16% 5
2023
Q4 		$797K Sell
4,445
-835
-16% -$136K 0.03% 297
2023
Q3 		$842K Sell
5,280
-930
-15% -$155K 0.05% 237
2023
Q2 		$1.03M Sell
6,210
-12,467
-67% -$1.96M 0.06% 220
2023
Q1 		$2.97M Sell
18,677
-1,915
-9% -$317K 0.19% 83
2022
Q4 		$3.27M Buy
+20,592
New +$3.28M 0.27% 66

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 11% in Q2 2026, selling an estimated $76.3K and leaving 2,583 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #325.

SageView Advisory Group first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $82.4M in Q1 2024. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • SageView Advisory Group held 2,583 shares of Vanguard Morningstar Small-Cap Value ETF worth $628K as of Q2 2026.
  • SageView Advisory Group sold 328 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $76.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #325 holding.
  • SageView Advisory Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $82.4M in Q1 2024.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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