SAG
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SageView Advisory Group’s Vanguard Industrials ETF VIS Stock Holding History

SageView Advisory Group’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$1.49K – 2366
2025
Q4 		$1.49K Buy
+5
New +$1.49K ﹤0.01% 2297

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

SageView Advisory Group sold out of Vanguard Industrials ETF (VIS) in Q1 2026, closing a stake of 5 shares — an estimated $1.49K sold.

SageView Advisory Group first reported a position in VIS in Q4 2025 and held it in 1 quarter. The position peaked at $1.49K in Q4 2025. 601 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • SageView Advisory Group reported no remaining Vanguard Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 5 Vanguard Industrials ETF shares in Q1 2026, an estimated $1.49K.
  • SageView Advisory Group first reported a position in Vanguard Industrials ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Vanguard Industrials ETF position peaked at $1.49K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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