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SageView Advisory Group, LLC: VCSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageView Advisory Group, LLC on VCSH, newest first. How the timeline and the estimate are built.

SageView Advisory Group, LLC held 19,574 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,574 shares
    Change vs previous 13F -1,861 shares

    0.05% of the 13F portfolio, value $1,546,934.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,435 shares
    Change vs previous 13F +2,276 shares

    0.06% of the 13F portfolio, value $1,699,153.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,159 shares
    Change vs previous 13F -2,638 shares

    0.05% of the 13F portfolio, value $1,527,548.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,797 shares
    Change vs previous 13F +1,936 shares

    0.06% of the 13F portfolio, value $1,742,235.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,861 shares
    Change vs previous 13F +7,066 shares

    0.06% of the 13F portfolio, value $1,574,581.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,795 shares
    Change vs previous 13F +1,080 shares

    0.04% of the 13F portfolio, value $1,010,038.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,715 shares
    Change vs previous 13F +1,157 shares

    0.04% of the 13F portfolio, value $913,888.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,558 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $838,517.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).