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SageView Advisory Group, LLC: VWO position timeline

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

SageView Advisory Group, LLC held 21,098 VWO 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 21,098 shares
    Change vs previous 13F -1,255 shares

    0.04% of the 13F portfolio, value $1,259,334.

    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 22,353 shares
    Change vs previous 13F -1,450 shares

    0.04% of the 13F portfolio, value $1,208,184.

    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 23,803 shares
    Change vs previous 13F -2,244 shares

    0.04% of the 13F portfolio, value $1,279,638.

    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 26,047 shares
    Change vs previous 13F -298 shares

    0.05% of the 13F portfolio, value $1,411,200.

    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 26,345 shares
    Change vs previous 13F +57 shares

    0.05% of the 13F portfolio, value $1,328,819.

    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 26,288 shares
    Change vs previous 13F -2,045 shares

    0.05% of the 13F portfolio, value $1,189,793.

    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 28,333 shares
    Change vs previous 13F +6,720 shares

    0.05% of the 13F portfolio, value $1,247,784.

    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 21,613 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,034,167.

    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).