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SageView Advisory Group’s Vulcan Materials VMC Stock Holding History

SageView Advisory Group’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Sell
736
-9
-1% -$2.58K 0.01% 588
2026
Q1 		$203K Buy
745
+5
+0.7% +$1.47K 0.01% 575
2025
Q4 		$211K Sell
740
-7
-0.9% -$2.05K 0.01% 583
2025
Q3 		$230K Buy
+747
New +$212K 0.01% 592

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

SageView Advisory Group reduced its Vulcan Materials (VMC) stake by 1.2% in Q2 2026, selling an estimated $2.58K and leaving 736 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #588.

SageView Advisory Group first reported a position in VMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $230K in Q3 2025. 1,068 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • SageView Advisory Group held 736 shares of Vulcan Materials worth $217K as of Q2 2026.
  • SageView Advisory Group sold 9 Vulcan Materials shares in Q2 2026, an estimated $2.58K.
  • Vulcan Materials made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #588 holding.
  • SageView Advisory Group first reported a position in Vulcan Materials in Q3 2025 and has held it in 4 quarters since.
  • SageView Advisory Group's Vulcan Materials position peaked at $230K in Q3 2025.
  • 1,068 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

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