SageView Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.62M	Sell	11,919 -5,458	-31%	-$1.19M	0.09%	128
2025 Q3	$3.75M	Buy	17,377 +9,875	+132%	+$2.07M	0.13%	104
2025 Q2	$1.57M	Sell	7,502 -12	-0.2%	-$2.33K	0.06%	178
2025 Q1	$1.46M	Buy	7,514 +97	+1%	+$19.3K	0.06%	166
2024 Q4	$1.45M	Buy	7,417 +990	+15%	+$198K	0.06%	167
2024 Q3	$1.27M	Sell	6,427 -1,077	-14%	-$205K	0.06%	161
2024 Q2	$1.37M	Buy	7,504 +70	+0.9%	+$12.6K	0.06%	177
2024 Q1	$510K	Sell	7,434 -25,520	-77%	-$4.48M	0.03%	316
2023 Q4	$5.75M	Sell	32,954 -16,701	-34%	-$2.69M	0.25%	55
2023 Q3	$7.72M	Buy	49,655 +17,849	+56%	+$2.89M	0.44%	32
2023 Q2	$5.17M	Buy	31,806 +18,700	+143%	+$2.93M	0.29%	52
2023 Q1	$2.02M	Sell	13,106 -87	-0.7%	-$13.3K	0.13%	114
2022 Q4	$2M	Buy	+13,193	New	+$1.97M	0.16%	100

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 VIG Position: Q4 2025 in Review

SageView Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 31% in Q4 2025, selling an estimated $1.19M and leaving 11,919 shares worth $2.62M. The position accounts for 0.09% of the portfolio, ranked #128.

SageView Advisory Group first reported a position in VIG in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.72M in Q3 2023. 2,517 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

SageView Advisory Group held 11,919 shares of Vanguard Dividend Appreciation ETF worth $2.62M as of Q4 2025.
SageView Advisory Group sold 5,458 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $1.19M.
Vanguard Dividend Appreciation ETF made up 0.09% of SageView Advisory Group's portfolio in Q4 2025, its #128 holding.
SageView Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $7.72M in Q3 2023.
2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

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