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SageView Advisory Group, LLC: VXF position timeline

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

SageView Advisory Group, LLC held 638,507 VXF 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 638,507 shares
    Change vs previous 13F -30,503 shares

    5.15% of the 13F portfolio, value $157,206,937.

    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 669,010 shares
    Change vs previous 13F +20,190 shares

    5.03% of the 13F portfolio, value $137,682,198.

    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 648,820 shares
    Change vs previous 13F +28,661 shares

    4.59% of the 13F portfolio, value $135,681,283.

    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 620,159 shares
    Change vs previous 13F -6,590 shares

    4.48% of the 13F portfolio, value $129,824,187.

    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 626,749 shares
    Change vs previous 13F +53,904 shares

    4.75% of the 13F portfolio, value $125,481,359.

    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 572,845 shares
    Change vs previous 13F +14,699 shares

    4.21% of the 13F portfolio, value $98,678,201.

    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 558,146 shares
    Change vs previous 13F +83,497 shares

    4.56% of the 13F portfolio, value $106,036,712.

    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 474,649 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $86,381,306.

    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).