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
2026 Q1	–	Sell	-1,333	Closed	-$273K	–	2381
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SageView Advisory Group's VOOV Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2026, closing a stake of 1,333 shares — an estimated $273K sold.

SageView Advisory Group first reported a position in VOOV in Q2 2024 and held it in 7 quarters. The position peaked at $440K in Q2 2024. 438 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

SageView Advisory Group reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,333 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $273K.
SageView Advisory Group first reported a position in Vanguard S&P 500 Value ETF in Q2 2024 and held it in 7 quarters.
SageView Advisory Group's Vanguard S&P 500 Value ETF position peaked at $440K in Q2 2024.
438 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.