SageView Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.15M	Sell	11,294 -462	-4%	-$132K	0.11%	115
2025 Q3	$3.45M	Sell	11,756 -63	-0.5%	-$18.2K	0.12%	108
2025 Q2	$3.46M	Sell	11,819 -6,127	-34%	-$1.58M	0.13%	92
2025 Q1	$4.39M	Sell	17,946 -690	-4%	-$179K	0.19%	59
2024 Q4	$4.73M	Buy	18,636 +672	+4%	+$173K	0.2%	61
2024 Q3	$4.37M	Sell	17,964 -511	-3%	-$119K	0.22%	62
2024 Q2	$4.24M	Sell	18,475 -30,381	-62%	-$6.97M	0.2%	70
2024 Q1	$3.68M	Buy	48,856 +46,526	+1,997%	+$10.4M	0.19%	69
2023 Q4	$513K	Buy	2,330 +549	+31%	+$110K	0.02%	390
2023 Q3	$347K	Buy	1,781 +68	+4%	+$13.9K	0.02%	391
2023 Q2	$352K	Sell	1,713 -6,045	-78%	-$1.17M	0.02%	417
2023 Q1	$1.51M	Sell	7,758 -63	-0.8%	-$12.1K	0.1%	141
2022 Q4	$1.41M	Buy	+7,821	New	+$1.42M	0.11%	124

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.9% in Q4 2025, selling an estimated $132K and leaving 11,294 shares worth $3.15M. The position accounts for 0.11% of the portfolio, ranked #115.

SageView Advisory Group first reported a position in VOT in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.73M in Q4 2024. 1,077 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

SageView Advisory Group held 11,294 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.15M as of Q4 2025.
SageView Advisory Group sold 462 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $132K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of SageView Advisory Group's portfolio in Q4 2025, its #115 holding.
SageView Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.73M in Q4 2024.
1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

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