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SageView Advisory Group, LLC: VIG position timeline

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

SageView Advisory Group, LLC held 10,169 VIG 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 10,169 shares
    Change vs previous 13F +1,612 shares

    0.08% of the 13F portfolio, value $2,406,181.

    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 8,557 shares
    Change vs previous 13F -3,362 shares

    0.07% of the 13F portfolio, value $1,840,392.

    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 11,919 shares
    Change vs previous 13F -5,458 shares

    0.09% of the 13F portfolio, value $2,619,615.

    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 17,377 shares
    Change vs previous 13F +9,875 shares

    0.13% of the 13F portfolio, value $3,749,783.

    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 7,502 shares
    Change vs previous 13F -12 shares

    0.06% of the 13F portfolio, value $1,565,382.

    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 7,514 shares
    Change vs previous 13F +97 shares

    0.06% of the 13F portfolio, value $1,457,642.

    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 7,417 shares
    Change vs previous 13F +990 shares

    0.06% of the 13F portfolio, value $1,452,489.

    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 6,427 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,272,862.

    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).