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
2026 Q2	$2.41M	Buy	10,169 +1,612	+19%	+$370K	0.08%	142
2026 Q1	$1.84M	Sell	8,557 -3,362	-28%	-$749K	0.07%	145
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SageView Advisory Group's VIG Position: Q2 2026 in Review

SageView Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 19% in Q2 2026, buying an estimated $370K and bringing the position to 10,169 shares worth $2.41M. The position accounts for 0.08% of the portfolio, ranked #142.

SageView Advisory Group first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.72M in Q3 2023. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

SageView Advisory Group held 10,169 shares of Vanguard Dividend Appreciation ETF worth $2.41M as of Q2 2026.
SageView Advisory Group bought 1,612 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $370K.
Vanguard Dividend Appreciation ETF made up 0.08% of SageView Advisory Group's portfolio in Q2 2026, its #142 holding.
SageView Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $7.72M in Q3 2023.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.