SageView Advisory Group, LLC
SageView Advisory Group, LLC reported 586 positions worth $2.74B as of March 31, 2026 (13F filed August 10, 2026). Largest holding: AGG (13.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGG | SH | $368.3M | 13.46% | 3,710,454 | — | — | |
| ▸ 2 | VONV | SH | $278.4M | 10.17% | 2,969,761 | — | — | |
| ▸ 3 | VONG | SH | $226.3M | 8.27% | 2,063,070 | — | — | |
| ▸ 4 | SCHF | SH | $163.7M | 5.98% | 6,613,376 | — | — | |
| ▸ 5 | VXF | SH | $137.7M | 5.03% | 669,010 | — | — | |
| ▸ 6 | SCHE | SH | $110.9M | 4.05% | 3,365,808 | — | — | |
| ▸ 7 | IAGG | SH | $110.1M | 4.02% | 2,200,991 | — | — | |
| ▸ 8 | REET | SH | $84.9M | 3.10% | 3,374,114 | — | — | |
| ▸ 9 | SCHC | SH | $83.2M | 3.04% | 1,781,089 | — | — | |
| ▸ 10 | AAPL | SH | $45.4M | 1.66% | 178,906 | — | — |
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Frequently Asked Questions
What stocks does SageView Advisory Group, LLC hold as of Q1 2026?
SageView Advisory Group, LLC reported 586 positions worth $2.74B in its Q1 2026 13F filing. Largest positions: AGG (13.5%), VONV (10.2%), VONG (8.3%), SCHF (6.0%) and VXF (5.0%).
What did SageView Advisory Group, LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SageView Advisory Group, LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.