SageView Advisory Group’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.69M	Sell	57,636 -2,724	-5%	-$221K	0.16%	79
2025 Q3	$4.83M	Buy	60,360 +192	+0.3%	+$14.7K	0.17%	77
2025 Q2	$4.57M	Sell	60,168 -11,142	-16%	-$734K	0.17%	67
2025 Q1	$4.41M	Sell	71,310 -31,680	-31%	-$2.14M	0.19%	58
2024 Q4	$7.05M	Sell	102,990 -1,638	-2%	-$110K	0.3%	44
2024 Q3	$6.69M	Sell	104,628 -26,646	-20%	-$1.65M	0.34%	39
2024 Q2	$8.18M	Buy	+131,274	New	+$7.66M	0.38%	38
2024 Q1	–	Sell	-186,546	Closed	-$10.1M	–	824
2023 Q4	$10.1M	Sell	186,546 -618	-0.3%	-$29.8K	0.43%	31
2023 Q3	$8.49M	Sell	187,164 -6,306	-3%	-$298K	0.49%	31
2023 Q2	$9.12M	Buy	193,470 +26,532	+16%	+$1.15M	0.51%	31
2023 Q1	$6.94M	Buy	166,938 +21,174	+15%	+$824K	0.44%	37
2022 Q4	$5.18M	Buy	+145,764	New	+$5.36M	0.42%	51

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard Growth ETF (VUG) stake by 4.5% in Q4 2025, selling an estimated $221K and leaving 57,636 shares worth $4.69M. The position accounts for 0.16% of the portfolio, ranked #79.

SageView Advisory Group first reported a position in VUG in Q4 2022 and has held it in 12 quarters since. The position peaked at $10.1M in Q4 2023. 2,804 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

SageView Advisory Group held 57,636 shares of Vanguard Growth ETF worth $4.69M as of Q4 2025.
SageView Advisory Group sold 2,724 Vanguard Growth ETF shares in Q4 2025, an estimated $221K.
Vanguard Growth ETF made up 0.16% of SageView Advisory Group's portfolio in Q4 2025, its #79 holding.
SageView Advisory Group first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Vanguard Growth ETF position peaked at $10.1M in Q4 2023.
2,804 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

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