Skip to content
Disclosery

SageView Advisory Group, LLC: VTI position timeline

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

SageView Advisory Group, LLC held 51,869 VTI 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 51,869 shares
    Change vs previous 13F -960 shares

    0.63% of the 13F portfolio, value $19,193,418.

    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 52,829 shares
    Change vs previous 13F -3,170 shares

    0.62% of the 13F portfolio, value $16,948,186.

    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 55,999 shares
    Change vs previous 13F +82 shares

    0.63% of the 13F portfolio, value $18,774,717.

    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 55,917 shares
    Change vs previous 13F +7,868 shares

    0.63% of the 13F portfolio, value $18,350,515.

    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 48,049 shares
    Change vs previous 13F -3,002 shares

    0.57% of the 13F portfolio, value $15,068,128.

    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 51,051 shares
    Change vs previous 13F +2,611 shares

    0.6% of the 13F portfolio, value $14,030,755.

    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 48,440 shares
    Change vs previous 13F +4,681 shares

    0.6% of the 13F portfolio, value $14,038,421.

    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 43,759 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $12,390,798.

    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).