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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SageView Advisory Group reduced its Vulcan Materials (VMC) stake by 0.94% in Q4 2025, selling an estimated $2.05K and leaving 740 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #583.

SageView Advisory Group first reported a position in VMC in Q3 2025 and has held it in 2 quarters since. The position peaked at $230K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VMC as of Q4 2025.

  • SageView Advisory Group held 740 shares of Vulcan Materials worth $211K as of Q4 2025.
  • SageView Advisory Group sold 7 Vulcan Materials shares in Q4 2025, an estimated $2.05K.
  • Vulcan Materials made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #583 holding.
  • SageView Advisory Group first reported a position in Vulcan Materials in Q3 2025 and has held it in 2 quarters since.
  • SageView Advisory Group's Vulcan Materials position peaked at $230K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2025.

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