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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$273K	Sell	1,333 -506	-28%	-$102K	0.01%	513
2025 Q3	$367K	Buy	1,839 +2	+0.1%	+$388	0.01%	457
2025 Q2	$354K	Buy	1,837 +2	+0.1%	+$360	0.01%	446
2025 Q1	$338K	Buy	1,835 +2	+0.1%	+$374	0.01%	439
2024 Q4	$338K	Sell	1,833 -115	-6%	-$22.1K	0.01%	421
2024 Q3	$372K	Sell	1,948 -554	-22%	-$102K	0.02%	348
2024 Q2	$440K	Buy	+2,502	New	+$441K	0.02%	360

Other funds holding VOOV

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

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

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

SageView Advisory Group reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 28% in Q4 2025, selling an estimated $102K and leaving 1,333 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #513.

SageView Advisory Group first reported a position in VOOV in Q2 2024 and has held it in 7 quarters since. The position peaked at $440K in Q2 2024. 434 funds tracked by Wall St. Rank hold VOOV as of Q4 2025.

SageView Advisory Group held 1,333 shares of Vanguard S&P 500 Value ETF worth $273K as of Q4 2025.
SageView Advisory Group sold 506 Vanguard S&P 500 Value ETF shares in Q4 2025, an estimated $102K.
Vanguard S&P 500 Value ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #513 holding.
SageView Advisory Group first reported a position in Vanguard S&P 500 Value ETF in Q2 2024 and has held it in 7 quarters since.
SageView Advisory Group's Vanguard S&P 500 Value ETF position peaked at $440K in Q2 2024.
434 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2025.

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