Number of Shares
1.99 Mil
Current Holdings Value*
$184.93 Mil
% of Portfolio
7.89%
Total Estimate Gain
$83.58 Mil
% of Total Estimate Gain
24.43%

SageView Advisory Group, LLC's Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2025-03-31, SageView Advisory Group, LLC held 1.99 Mil shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $184.93 Mil. This investment constitutes 7.89% of their stock portfolio, and SageView Advisory Group, LLC now holds 0.79% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2022Q4. And since then SageView Advisory Group, LLC has made 7 purchases of VONG, at an average price of $75.04, for a total of 4.56 Mil shares. In addition, there have been 2 sales at an average price of $84.34 for 2.57 Mil shares. Based on historical transaction data and VONG's current price of $105.00, SageView Advisory Group, LLC's estimated gain on his VONG holdings is $83.58 Mil, reflecting a 24.43% gain to date.

SageView Advisory Group, LLC VONG ($105.00) Holding Chart

SageView Advisory Group, LLC VONG ($105.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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