SageView Advisory Group’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$157M	Sell	638,507 -30,503	-5%	-$6.99M	5.15%	5
2026 Q1	$138M	Buy	669,010 +20,190	+3%	+$4.32M	5.03%	5
2025 Q4	$136M	Buy	648,820 +28,661	+5%	+$6.02M	4.59%	5
2025 Q3	$130M	Sell	620,159 -6,590	-1%	-$1.33M	4.48%	5
2025 Q2	$125M	Buy	626,749 +53,904	+9%	+$9.57M	4.75%	5
2025 Q1	$98.7M	Buy	572,845 +14,699	+3%	+$2.78M	4.21%	7
2024 Q4	$106M	Buy	558,146 +83,497	+18%	+$16.1M	4.56%	5
2024 Q3	$86.4M	Buy	474,649 +4,404	+0.9%	+$770K	4.38%	5
2024 Q2	$79.4M	Buy	470,245 +467,628	+17,869%	+$78.9M	3.69%	7
2024 Q1	$470K	Sell	2,617 -547,432	-100%	-$90.9M	0.02%	337
2023 Q4	$90.2M	Buy	550,049 +117,493	+27%	+$17.3M	3.88%	5
2023 Q3	$62M	Buy	432,556 +8,053	+2%	+$1.21M	3.55%	6
2023 Q2	$63.2M	Buy	424,503 +64,693	+18%	+$9.07M	3.52%	5
2023 Q1	$50.4M	Buy	359,810 +132,578	+58%	+$18.8M	3.22%	7
2022 Q4	$30.2M	Buy	+227,232	New	+$30.8M	2.45%	9

Other funds holding VXF

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SageView Advisory Group reduced its Vanguard Extended Market ETF (VXF) stake by 4.6% in Q2 2026, selling an estimated $6.99M and leaving 638,507 shares worth $157M. The position accounts for 5.15% of the portfolio, ranked #5.

SageView Advisory Group first reported a position in VXF in Q4 2022 and has held it in 15 quarters since. 1,071 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

SageView Advisory Group held 638,507 shares of Vanguard Extended Market ETF worth $157M as of Q2 2026.
SageView Advisory Group sold 30,503 Vanguard Extended Market ETF shares in Q2 2026, an estimated $6.99M.
Vanguard Extended Market ETF made up 5.15% of SageView Advisory Group's portfolio in Q2 2026, its #5 holding.
SageView Advisory Group first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 15 quarters since.
1,071 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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