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
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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

SageView Advisory Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 17% in Q4 2025, selling an estimated $165K and leaving 3,820 shares worth $809K. The position accounts for 0.03% of the portfolio, ranked #276.

SageView Advisory Group first reported a position in VBR in Q4 2022 and has held it in 13 quarters since. The position peaked at $82.4M in Q1 2024. 1,656 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

SageView Advisory Group held 3,820 shares of Vanguard Morningstar Small-Cap Value ETF worth $809K as of Q4 2025.
SageView Advisory Group sold 790 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $165K.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #276 holding.
SageView Advisory Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $82.4M in Q1 2024.
1,656 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

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