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

SageView Advisory Group’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.74M	Buy	9,831 +31	+0.3%	+$5.42K	0.06%	170
2025 Q3	$1.71M	Sell	9,800 -403	-4%	-$68.6K	0.06%	183
2025 Q2	$1.73M	Sell	10,203 -3,582	-26%	-$567K	0.07%	156
2025 Q1	$2.21M	Sell	13,785 -325	-2%	-$53.1K	0.09%	116
2024 Q4	$2.28M	Buy	14,110 +160	+1%	+$27K	0.1%	114
2024 Q3	$2.34M	Sell	13,950 -579	-4%	-$92K	0.12%	102
2024 Q2	$2.19M	Buy	+14,529	New	+$2.2M	0.1%	116
2024 Q1	–	Sell	-4,697	Closed	-$678K	–	820
2023 Q4	$678K	Buy	4,697 +277	+6%	+$37.2K	0.03%	328
2023 Q3	$579K	Sell	4,420 -197	-4%	-$27.3K	0.03%	310
2023 Q2	$639K	Sell	4,617 -9,434	-67%	-$1.26M	0.04%	305
2023 Q1	$1.88M	Buy	14,051 +3,064	+28%	+$425K	0.12%	120
2022 Q4	$1.49M	Buy	+10,987	New	+$1.47M	0.12%	120

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

SageView Advisory Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.32% in Q4 2025, buying an estimated $5.42K and bringing the position to 9,831 shares worth $1.74M. The position accounts for 0.06% of the portfolio, ranked #170.

SageView Advisory Group first reported a position in VOE in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.34M in Q3 2024. 1,198 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

SageView Advisory Group held 9,831 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.74M as of Q4 2025.
SageView Advisory Group bought 31 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $5.42K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #170 holding.
SageView Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.34M in Q3 2024.
1,198 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

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