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SageView Advisory Group’s Vanguard 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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

SageView Advisory Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.15% in Q4 2025, buying an estimated $27.3K and bringing the position to 55,999 shares worth $18.8M. The position accounts for 0.63% of the portfolio, ranked #17.

SageView Advisory Group first reported a position in VTI in Q4 2022 and has held it in 13 quarters since. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • SageView Advisory Group held 55,999 shares of Vanguard Total Stock Market ETF worth $18.8M as of Q4 2025.
  • SageView Advisory Group bought 82 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $27.3K.
  • Vanguard Total Stock Market ETF made up 0.63% of SageView Advisory Group's portfolio in Q4 2025, its #17 holding.
  • SageView Advisory Group first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
  • 3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

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