SageView Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.28M	Sell	23,803 -2,244	-9%	-$122K	0.04%	222
2025 Q3	$1.41M	Sell	26,047 -298	-1%	-$15.4K	0.05%	222
2025 Q2	$1.33M	Buy	26,345 +57	+0.2%	+$2.64K	0.05%	205
2025 Q1	$1.19M	Sell	26,288 -2,045	-7%	-$92.1K	0.05%	204
2024 Q4	$1.25M	Buy	28,333 +6,720	+31%	+$312K	0.05%	193
2024 Q3	$1.03M	Sell	21,613 -4,006	-16%	-$178K	0.05%	190
2024 Q2	$1.12M	Buy	25,619 +7,276	+40%	+$313K	0.05%	205
2024 Q1	$1.5M	Sell	18,343 -23,028	-56%	-$940K	0.08%	143
2023 Q4	$1.65M	Buy	41,371 +6,242	+18%	+$248K	0.07%	177
2023 Q3	$1.38M	Sell	35,129 -4,042	-10%	-$165K	0.08%	166
2023 Q2	$1.59M	Buy	39,171 +4,243	+12%	+$171K	0.09%	146
2023 Q1	$1.41M	Sell	34,928 -9,051	-21%	-$369K	0.09%	152
2022 Q4	$1.71M	Buy	+43,979	New	+$1.68M	0.14%	107

Other funds holding VWO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

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

SageView Advisory Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 8.6% in Q4 2025, selling an estimated $122K and leaving 23,803 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #222.

SageView Advisory Group first reported a position in VWO in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.71M in Q4 2022. 2,495 funds tracked by Wall St. Rank hold VWO as of Q4 2025.

SageView Advisory Group held 23,803 shares of Vanguard FTSE Emerging Markets ETF worth $1.28M as of Q4 2025.
SageView Advisory Group sold 2,244 Vanguard FTSE Emerging Markets ETF shares in Q4 2025, an estimated $122K.
Vanguard FTSE Emerging Markets ETF made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #222 holding.
SageView Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Vanguard FTSE Emerging Markets ETF position peaked at $1.71M in Q4 2022.
2,495 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2025.

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