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SageView Advisory Group, LLC: VONG position timeline

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

SageView Advisory Group, LLC held 1,931,426 VONG 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 1,931,426 shares
    Change vs previous 13F -131,644 shares

    8.09% of the 13F portfolio, value $246,855,608.

    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 2,063,070 shares
    Change vs previous 13F +35,511 shares

    8.27% of the 13F portfolio, value $226,298,121.

    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 2,027,559 shares
    Change vs previous 13F -79,459 shares

    8.35% of the 13F portfolio, value $246,855,299.

    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 2,107,018 shares
    Change vs previous 13F -55,604 shares

    8.76% of the 13F portfolio, value $253,895,711.

    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 2,162,622 shares
    Change vs previous 13F +169,633 shares

    9.29% of the 13F portfolio, value $245,652,245.

    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 1,992,989 shares
    Change vs previous 13F +138,827 shares

    7.89% of the 13F portfolio, value $184,929,386.

    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 1,854,162 shares
    Change vs previous 13F +249,089 shares

    8.24% of the 13F portfolio, value $191,534,917.

    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 1,605,073 shares
    Change vs previous 13F not available

    7.86% of the 13F portfolio, value $154,921,630.

    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).