SageView Advisory Group »

Vanguard World shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Vanguard World

Tip: Access up to 7 years of quarterly data

All positions including Vanguard World held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard World by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 193k 64.88
2024-06-30 $11M 170k 62.06
2024-03-31 $4.7M 79k 60.30
2023-12-31 $7.7M 122k 63.18

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for SageView Advisory Group

Top funds holding Vanguard World

Vanguard Group
Banco Bilbao Vizcaya Argentaria
Envestnet Asset Management
Branch Banking & Trust Company
SageView Advisory Group
DeDora Capital
Modera Wealth Management
Hanson & Doremus Investment Management
Adviser Investments
Old Mission Capital
Mariner Wealth Advisors
Jane Street
Goss Wealth Management
HPM Partners
Stewardship Advisors

View all funds holding Vanguard World