SageView Advisory Group’s Vanguard Morningstar 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
2026 Q2	$4.43M	Sell	51,407 -1,087	-2%	-$91.5K	0.15%	93
2026 Q1	$3.82M	Sell	52,494 -5,142	-9%	-$400K	0.14%	87
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

SageView Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.1% in Q2 2026, selling an estimated $91.5K and leaving 51,407 shares worth $4.43M. The position accounts for 0.15% of the portfolio, ranked #93.

SageView Advisory Group first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.1M in Q4 2023. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

SageView Advisory Group held 51,407 shares of Vanguard Morningstar Growth ETF worth $4.43M as of Q2 2026.
SageView Advisory Group sold 1,087 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $91.5K.
Vanguard Morningstar Growth ETF made up 0.15% of SageView Advisory Group's portfolio in Q2 2026, its #93 holding.
SageView Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Vanguard Morningstar Growth ETF position peaked at $10.1M in Q4 2023.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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