SageView Advisory Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.66M	Sell	25,180 -259	-1%	-$86.4K	0.28%	43
2026 Q1	$7.6M	Sell	25,439 -746	-3%	-$233K	0.28%	42
2025 Q4	$8.24M	Sell	26,185 -4,874	-16%	-$1.52M	0.28%	44
2025 Q3	$9.56M	Sell	31,059 -18	-0.1%	-$5.33K	0.33%	38
2025 Q2	$9.14M	Sell	31,077 -6,274	-17%	-$1.65M	0.35%	32
2025 Q1	$9.6M	Sell	37,351 -23,708	-39%	-$6.42M	0.41%	30
2024 Q4	$16.5M	Buy	61,059 +4,308	+8%	+$1.17M	0.71%	19
2024 Q3	$14.9M	Sell	56,751 -6,367	-10%	-$1.62M	0.76%	18
2024 Q2	$15.8M	Buy	+63,118	New	+$15.2M	0.73%	18
2024 Q1	–	Sell	-70,933	Closed	-$16M	–	825
2023 Q4	$16M	Sell	70,933 -10,127	-12%	-$2.07M	0.69%	19
2023 Q3	$15.9M	Sell	81,060 -1,992	-2%	-$406K	0.91%	15
2023 Q2	$16.8M	Sell	83,052 -1,770	-2%	-$339K	0.94%	16
2023 Q1	$15.8M	Sell	84,822 -284	-0.3%	-$51.7K	1.01%	13
2022 Q4	$14.8M	Buy	+85,106	New	+$14.9M	1.2%	13

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1% in Q2 2026, selling an estimated $86.4K and leaving 25,180 shares worth $8.66M. The position accounts for 0.28% of the portfolio, ranked #43.

SageView Advisory Group first reported a position in VV in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.8M in Q2 2023. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

SageView Advisory Group held 25,180 shares of Vanguard Morningstar Large-Cap ETF worth $8.66M as of Q2 2026.
SageView Advisory Group sold 259 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $86.4K.
Vanguard Morningstar Large-Cap ETF made up 0.28% of SageView Advisory Group's portfolio in Q2 2026, its #43 holding.
SageView Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Vanguard Morningstar Large-Cap ETF position peaked at $16.8M in Q2 2023.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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