SAG
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SageView Advisory Group’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

SageView Advisory Group’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$95.9K Buy
+981
New +$94.6K ﹤0.01% 844
2024
Q2 		– Sell
-6,792
Closed -$232K – 787
2024
Q1 		$232K Buy
+6,792
New +$579K 0.01% 482

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

SageView Advisory Group opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2025: 981 shares worth $95.9K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in VIOV as recently as Q1 2024.

SageView Advisory Group first reported a position in VIOV in Q1 2024 and has held it in 2 quarters since. The position peaked at $232K in Q1 2024. 212 funds tracked by Wall St. Rank hold VIOV as of Q4 2025.

  • SageView Advisory Group held 981 shares of Vanguard S&P Small-Cap 600 Value ETF worth $95.9K as of Q4 2025.
  • Vanguard S&P Small-Cap 600 Value ETF was a new SageView Advisory Group position in Q4 2025.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #844 holding.
  • SageView Advisory Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $232K in Q1 2024.
  • 212 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2025.

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