Skip to content
Disclosery

SageView Advisory Group, LLC: VYM position timeline

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

SageView Advisory Group, LLC held 21,307 VYM 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 21,307 shares
    Change vs previous 13F -2,150 shares

    0.11% of the 13F portfolio, value $3,367,162.

    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 23,457 shares
    Change vs previous 13F -2,569 shares

    0.13% of the 13F portfolio, value $3,474,031.

    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 26,026 shares
    Change vs previous 13F -6,007 shares

    0.13% of the 13F portfolio, value $3,735,291.

    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 32,033 shares
    Change vs previous 13F -3,675 shares

    0.16% of the 13F portfolio, value $4,515,107.

    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 35,708 shares
    Change vs previous 13F -1,821 shares

    0.18% of the 13F portfolio, value $4,860,612.

    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 37,529 shares
    Change vs previous 13F +2,392 shares

    0.21% of the 13F portfolio, value $4,839,756.

    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 35,137 shares
    Change vs previous 13F +211 shares

    0.19% of the 13F portfolio, value $4,483,090.

    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 34,926 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,477,487.

    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).