SageView Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.45M	Sell	71,264 -3,120	-4%	-$191K	0.15%	86
2025 Q3	$4.46M	Buy	74,384 +14,603	+24%	+$851K	0.15%	87
2025 Q2	$3.42M	Sell	59,781 -1,510	-2%	-$80.9K	0.13%	93
2025 Q1	$3.12M	Sell	61,291 -2,417	-4%	-$122K	0.13%	87
2024 Q4	$3.05M	Buy	63,708 +18,190	+40%	+$913K	0.13%	90
2024 Q3	$2.4M	Sell	45,518 -5,318	-10%	-$270K	0.12%	100
2024 Q2	$2.51M	Buy	50,836 +45,107	+787%	+$2.24M	0.12%	108
2024 Q1	$461K	Sell	5,729 -86,999	-94%	-$4.2M	0.02%	343
2023 Q4	$4.42M	Buy	92,728 +11,870	+15%	+$531K	0.19%	67
2023 Q3	$3.54M	Sell	80,858 -48,351	-37%	-$2.21M	0.2%	70
2023 Q2	$5.97M	Buy	129,209 +49,335	+62%	+$2.27M	0.33%	43
2023 Q1	$3.61M	Sell	79,874 -3,396	-4%	-$151K	0.23%	68
2022 Q4	$3.49M	Buy	+83,270	New	+$3.37M	0.28%	64

Other funds holding VEA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.2% in Q4 2025, selling an estimated $191K and leaving 71,264 shares worth $4.45M. The position accounts for 0.15% of the portfolio, ranked #86.

SageView Advisory Group first reported a position in VEA in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.97M in Q2 2023. 2,818 funds tracked by Wall St. Rank hold VEA as of Q4 2025.

SageView Advisory Group held 71,264 shares of Vanguard FTSE Developed Markets ETF worth $4.45M as of Q4 2025.
SageView Advisory Group sold 3,120 Vanguard FTSE Developed Markets ETF shares in Q4 2025, an estimated $191K.
Vanguard FTSE Developed Markets ETF made up 0.15% of SageView Advisory Group's portfolio in Q4 2025, its #86 holding.
SageView Advisory Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Vanguard FTSE Developed Markets ETF position peaked at $5.97M in Q2 2023.
2,818 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2025.

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