Number of Shares
2.57 Mil
Current Holdings Value*
$212.51 Mil
% of Portfolio
9.06%
Total Estimate Gain
$38.26 Mil
% of Total Estimate Gain
10.38%

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

As of 2025-03-31, SageView Advisory Group, LLC held 2.57 Mil shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $212.51 Mil. This investment constitutes 9.06% of their stock portfolio, and SageView Advisory Group, LLC now holds 1.82% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.

The initial trade took place in 2022Q4. And since then SageView Advisory Group, LLC has made 7 purchases of VONV, at an average price of $72.84, for a total of 5.06 Mil shares. In addition, there have been 2 sales at an average price of $74.64 for 2.49 Mil shares. Based on historical transaction data and VONV's current price of $85.96, SageView Advisory Group, LLC's estimated gain on his VONV holdings is $38.26 Mil, reflecting a 10.38% gain to date.

SageView Advisory Group, LLC VONV ($85.96) Holding Chart

SageView Advisory Group, LLC VONV ($85.96) 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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