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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$353K	Sell	4,770 -336	-7%	-$24.7K	0.01%	438
2025 Q3	$371K	Hold	5,106	–	–	0.01%	454
2025 Q2	$351K	Buy	5,106 +36	+0.7%	+$2.14K	0.01%	449
2025 Q1	$283K	Sell	5,070 -6	-0.1%	-$364	0.01%	486
2024 Q4	$310K	Buy	5,076 +792	+18%	+$47.5K	0.01%	458
2024 Q3	$247K	Sell	4,284 -1,590	-27%	-$88.2K	0.01%	446
2024 Q2	$326K	Buy	+5,874	New	+$305K	0.02%	411

Other funds holding VOOG

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 6.6% in Q4 2025, selling an estimated $24.7K and leaving 4,770 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #438.

SageView Advisory Group first reported a position in VOOG in Q2 2024 and has held it in 7 quarters since. The position peaked at $371K in Q3 2025. 701 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

SageView Advisory Group held 4,770 shares of Vanguard S&P 500 Growth ETF worth $353K as of Q4 2025.
SageView Advisory Group sold 336 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $24.7K.
Vanguard S&P 500 Growth ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #438 holding.
SageView Advisory Group first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and has held it in 7 quarters since.
SageView Advisory Group's Vanguard S&P 500 Growth ETF position peaked at $371K in Q3 2025.
701 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

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