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SageView Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SageView Advisory Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.62M Sell
22,384
-3,460
-13% -$252K 0.05% 187
2025
Q3 		$1.9M Sell
25,844
-292
-1% -$21K 0.07% 163
2025
Q2 		$1.88M Buy
26,136
+1,180
+5% +$77.5K 0.07% 146
2025
Q1 		$1.61M Buy
24,956
+1,044
+4% +$70.1K 0.07% 147
2024
Q4 		$1.58M Buy
23,912
+5,024
+27% +$341K 0.07% 155
2024
Q3 		$1.25M Sell
18,888
-6,864
-27% -$431K 0.06% 164
2024
Q2 		$1.56M Sell
25,752
-607,344
-96% -$36.9M 0.07% 160
2024
Q1 		$12.2M Buy
633,096
+602,188
+1,948% +$35.6M 0.62% 24
2023
Q4 		$1.8M Buy
30,908
+4,240
+16% +$227K 0.08% 157
2023
Q3 		$1.39M Sell
26,668
-1,224
-4% -$67.1K 0.08% 163
2023
Q2 		$1.54M Buy
27,892
+1,880
+7% +$98.6K 0.09% 153
2023
Q1 		$1.37M Sell
26,012
-2,648
-9% -$141K 0.09% 157
2022
Q4 		$1.46M Buy
+28,660
New +$1.46M 0.12% 122

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q4 2025, selling an estimated $252K and leaving 22,384 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #187.

SageView Advisory Group first reported a position in VO in Q4 2022 and has held it in 13 quarters since. The position peaked at $12.2M in Q1 2024. 2,369 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • SageView Advisory Group held 22,384 shares of Vanguard Morningstar Mid-Cap ETF worth $1.62M as of Q4 2025.
  • SageView Advisory Group sold 3,460 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $252K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #187 holding.
  • SageView Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $12.2M in Q1 2024.
  • 2,369 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

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