SageView Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$10.4M	Sell	16,547 -12,892	-44%	-$8.01M	0.35%	33
2025 Q3	$18M	Sell	29,439 -417	-1%	-$246K	0.62%	19
2025 Q2	$17.5M	Buy	29,856 +633	+2%	+$333K	0.66%	17
2025 Q1	$15M	Buy	29,223 +1,105	+4%	+$597K	0.64%	19
2024 Q4	$15.2M	Sell	28,118 -445	-2%	-$241K	0.65%	22
2024 Q3	$15.1M	Sell	28,563 -22,003	-44%	-$11.2M	0.76%	17
2024 Q2	$25.3M	Buy	50,566 +18,550	+58%	+$8.93M	1.17%	13
2024 Q1	$1.57M	Sell	32,016 -41,226	-56%	-$18.9M	0.08%	140
2023 Q4	$33M	Buy	73,242 +28,226	+63%	+$11.6M	1.42%	12
2023 Q3	$17.7M	Buy	45,016 +8,905	+25%	+$3.64M	1.01%	14
2023 Q2	$14.7M	Buy	36,111 +7,062	+24%	+$2.72M	0.82%	21
2023 Q1	$10.9M	Buy	29,049 +6,408	+28%	+$2.35M	0.7%	26
2022 Q4	$7.95M	Buy	+22,641	New	+$8M	0.65%	32

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 44% in Q4 2025, selling an estimated $8.01M and leaving 16,547 shares worth $10.4M. The position accounts for 0.35% of the portfolio, ranked #33.

SageView Advisory Group first reported a position in VOO in Q4 2022 and has held it in 13 quarters since. The position peaked at $33M in Q4 2023. 3,831 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

SageView Advisory Group held 16,547 shares of Vanguard S&P 500 ETF worth $10.4M as of Q4 2025.
SageView Advisory Group sold 12,892 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $8.01M.
Vanguard S&P 500 ETF made up 0.35% of SageView Advisory Group's portfolio in Q4 2025, its #33 holding.
SageView Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Vanguard S&P 500 ETF position peaked at $33M in Q4 2023.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

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