Number of Shares
572,845.00
Current Holdings Value*
$98.68 Mil
% of Portfolio
4.21%
Total Estimate Gain
$29.08 Mil
% of Total Estimate Gain
16.57%

SageView Advisory Group, LLC's Vanguard Extended Market Index ETF Holding Summary

As of 2025-03-31, SageView Advisory Group, LLC held 572,845.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $98.68 Mil. This investment constitutes 4.21% of their stock portfolio, and SageView Advisory Group, LLC now holds 0.51% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.

The initial trade took place in 2022Q4. And since then SageView Advisory Group, LLC has made 8 purchases of VXF, at an average price of $156.67, for a total of 1.12 Mil shares. In addition, there have been 1 sales at an average price of $166.03 for 547,432.00 shares. Based on historical transaction data and VXF's current price of $198.49, SageView Advisory Group, LLC's estimated gain on his VXF holdings is $29.08 Mil, reflecting a 16.57% gain to date.

SageView Advisory Group, LLC VXF ($198.49) Holding Chart

SageView Advisory Group, LLC VXF ($198.49) 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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