SageView Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$342K	Sell	3,624 -40	-1%	-$3.8K	0.01%	446
2025 Q3	$342K	Buy	+3,664	New	+$320K	0.01%	476
2024 Q2	–	Sell	-219,280	Closed	-$3.32M	–	784
2024 Q1	$3.32M	Buy	219,280 +182,288	+493%	+$11.6M	0.17%	76
2023 Q4	$2.33M	Buy	+36,992	New	+$2.06M	0.1%	120
2023 Q3	–	Sell	-3,720	Closed	-$206K	–	558
2023 Q2	$206K	Buy	+3,720	New	+$187K	0.01%	528
2023 Q1	–	Sell	-16,160	Closed	-$645K	–	491
2022 Q4	$645K	Buy	+16,160	New	+$659K	0.05%	208

Other funds holding VGT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard Information Technology ETF (VGT) stake by 1.1% in Q4 2025, selling an estimated $3.8K and leaving 3,624 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #446.

SageView Advisory Group first reported a position in VGT in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.32M in Q1 2024. 2,023 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

SageView Advisory Group held 3,624 shares of Vanguard Information Technology ETF worth $342K as of Q4 2025.
SageView Advisory Group sold 40 Vanguard Information Technology ETF shares in Q4 2025, an estimated $3.8K.
Vanguard Information Technology ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #446 holding.
SageView Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 6 quarters since.
SageView Advisory Group's Vanguard Information Technology ETF position peaked at $3.32M in Q1 2024.
2,023 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

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