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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
2026
Q2 		$11M Sell
15,951
-129
-0.8% -$86K 0.36% 34
2026
Q1 		$9.61M Sell
16,080
-467
-3% -$292K 0.35% 34
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 Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

SageView Advisory Group's VOO Position: Q2 2026 in Review

SageView Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.8% in Q2 2026, selling an estimated $86K and leaving 15,951 shares worth $11M. The position accounts for 0.36% of the portfolio, ranked #34.

SageView Advisory Group first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $33M in Q4 2023. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • SageView Advisory Group held 15,951 shares of Vanguard S&P 500 ETF worth $11M as of Q2 2026.
  • SageView Advisory Group sold 129 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $86K.
  • Vanguard S&P 500 ETF made up 0.36% of SageView Advisory Group's portfolio in Q2 2026, its #34 holding.
  • SageView Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Vanguard S&P 500 ETF position peaked at $33M in Q4 2023.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.