Skip to content
Disclosery

SageView Advisory Group, LLC: VTEB position timeline

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

SageView Advisory Group, LLC held 60,691 VTEB 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 60,691 shares
    Change vs previous 13F -705 shares

    0.1% of the 13F portfolio, value $3,069,763.

    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 61,396 shares
    Change vs previous 13F -207,472 shares

    0.11% of the 13F portfolio, value $3,063,028.

    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 268,868 shares
    Change vs previous 13F -10,716 shares

    0.46% of the 13F portfolio, value $13,521,360.

    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 279,584 shares
    Change vs previous 13F +228,725 shares

    0.48% of the 13F portfolio, value $13,998,778.

    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 50,859 shares
    Change vs previous 13F -35,870 shares

    0.09% of the 13F portfolio, value $2,469,692.

    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 86,729 shares
    Change vs previous 13F -764 shares

    0.18% of the 13F portfolio, value $4,303,519.

    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 87,493 shares
    Change vs previous 13F +10,158 shares

    0.19% of the 13F portfolio, value $4,386,011.

    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 77,335 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,953,370.

    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).