SAG
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SageView Advisory Group’s Vanguard Financials ETF VFH Stock Holding History

SageView Advisory Group’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-790
Closed -$105K – 2353
2025
Q4 		$105K Buy
+790
New +$103K ﹤0.01% 815
2024
Q2 		– Sell
-3,148
Closed -$208K – 782
2024
Q1 		$208K Buy
+3,148
New +$302K 0.01% 506

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's VFH Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 790 shares — an estimated $105K sold.

SageView Advisory Group first reported a position in VFH in Q1 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2024. 744 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • SageView Advisory Group reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 790 Vanguard Financials ETF shares in Q1 2026, an estimated $105K.
  • SageView Advisory Group first reported a position in Vanguard Financials ETF in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Vanguard Financials ETF position peaked at $208K in Q1 2024.
  • 744 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.