SageView Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.2M	Sell	51,869 -960	-2%	-$343K	0.63%	21
2026 Q1	$16.9M	Sell	52,829 -3,170	-6%	-$1.06M	0.62%	17
2025 Q4	$18.8M	Buy	55,999 +82	+0.1%	+$27.3K	0.63%	17
2025 Q3	$18.4M	Buy	55,917 +7,868	+16%	+$2.49M	0.63%	18
2025 Q2	$15.1M	Sell	48,049 -3,002	-6%	-$844K	0.57%	21
2025 Q1	$14M	Buy	51,051 +2,611	+5%	+$759K	0.6%	21
2024 Q4	$14M	Buy	48,440 +4,681	+11%	+$1.37M	0.6%	24
2024 Q3	$12.4M	Sell	43,759 -2,109	-5%	-$575K	0.63%	22
2024 Q2	$12.3M	Buy	45,868 +40,967	+836%	+$10.6M	0.57%	24
2024 Q1	$1.21M	Sell	4,901 -48,724	-91%	-$12.1M	0.06%	172
2023 Q4	$13.1M	Buy	53,625 +5,640	+12%	+$1.25M	0.56%	22
2023 Q3	$10.2M	Sell	47,985 -638	-1%	-$141K	0.58%	27
2023 Q2	$10.7M	Buy	48,623 +5,540	+13%	+$1.16M	0.6%	28
2023 Q1	$8.79M	Sell	43,083 -13,047	-23%	-$2.61M	0.56%	31
2022 Q4	$10.7M	Buy	+56,130	New	+$10.8M	0.87%	21

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, selling an estimated $343K and leaving 51,869 shares worth $19.2M. The position accounts for 0.63% of the portfolio, ranked #21.

SageView Advisory Group first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

SageView Advisory Group held 51,869 shares of Vanguard Morningstar Total Stock Market ETF worth $19.2M as of Q2 2026.
SageView Advisory Group sold 960 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $343K.
Vanguard Morningstar Total Stock Market ETF made up 0.63% of SageView Advisory Group's portfolio in Q2 2026, its #21 holding.
SageView Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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