SAG
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SageView Advisory Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

SageView Advisory Group’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$247M Sell
2,027,559
-79,459
-4% -$9.69M 8.35% 3
2025
Q3 		$254M Sell
2,107,018
-55,604
-3% -$6.37M 8.76% 2
2025
Q2 		$246M Buy
2,162,622
+169,633
+9% +$16.7M 9.29% 2
2025
Q1 		$185M Buy
1,992,989
+138,827
+7% +$14.1M 7.89% 3
2024
Q4 		$192M Buy
1,854,162
+249,089
+16% +$25.2M 8.24% 3
2024
Q3 		$155M Sell
1,605,073
-343,880
-18% -$32.1M 7.86% 3
2024
Q2 		$183M Buy
1,948,953
+1,861,468
+2,128% +$164M 8.49% 2
2024
Q1 		$4.47M Sell
87,485
-2,223,054
-96% -$184M 0.23% 59
2023
Q4 		$189M Buy
2,310,539
+394,306
+21% +$28.7M 8.12% 2
2023
Q3 		$131M Buy
1,916,233
+48,969
+3% +$3.48M 7.51% 2
2023
Q2 		$132M Buy
1,867,264
+17,026
+0.9% +$1.11M 7.36% 2
2023
Q1 		$116M Buy
1,850,238
+540,702
+41% +$32M 7.42% 2
2022
Q4 		$72.2M Buy
+1,309,536
New +$74.1M 5.86% 3

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 3.8% in Q4 2025, selling an estimated $9.69M and leaving 2,027,559 shares worth $247M. The position accounts for 8.35% of the portfolio, ranked #3.

SageView Advisory Group first reported a position in VONG in Q4 2022 and has held it in 13 quarters since. The position peaked at $254M in Q3 2025. 855 funds tracked by Wall St. Rank hold VONG as of Q4 2025.

  • SageView Advisory Group held 2,027,559 shares of Vanguard Russell 1000 Growth ETF worth $247M as of Q4 2025.
  • SageView Advisory Group sold 79,459 Vanguard Russell 1000 Growth ETF shares in Q4 2025, an estimated $9.69M.
  • Vanguard Russell 1000 Growth ETF made up 8.35% of SageView Advisory Group's portfolio in Q4 2025, its #3 holding.
  • SageView Advisory Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Vanguard Russell 1000 Growth ETF position peaked at $254M in Q3 2025.
  • 855 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2025.

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