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SageView Advisory Group, LLC Historic Quarter Change: USA ETF, Added

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SageView Advisory Group, LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, SageView Advisory Group, LLC opened 897 positions, added to 794, reduced 985 and sold out of 852.

  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 43,872.
  • Q2 2026: Stock BND; Country of operation —; Class TOTAL BND MRKT; Shares before 123,148.
  • Q2 2026: Stock IEMG; Country of operation —; Class CORE MSCI EMKT; Shares before 122,391.
  • Q2 2026: Stock AVUV; Country of operation —; Class US SML CP VALU; Shares before 7,749.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1914558), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-19); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF43,87293,564+49,692$28,657,683$70,069,455+$41,411,7722026-08-10
Q2 2026BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT123,148601,332+478,184$9,068,609$44,143,779+$35,075,1702026-08-10
Q2 2026IEMG
ISHARES INC		CORE MSCI EMKT122,391241,387+118,996$8,536,768$19,996,576+$11,459,8082026-08-10
Q2 2026AVUV
AMERICAN CENTY ETF TR		US SML CP VALU7,74967,429+59,680$856,037$8,412,433+$7,556,3962026-08-10
Q2 2026BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND36,232124,335+88,103$2,840,957$9,686,946+$6,845,9892026-08-10
Q2 2026VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP53,530127,351+73,821$4,429,587$10,525,607+$6,096,0202026-08-10
Q2 2026VGIT
VANGUARD SCOTTSDALE FDS		INTER TERM TREAS13,636111,330+97,694$812,022$6,566,261+$5,754,2392026-08-10
Q2 2026DFAS
DIMENSIONAL ETF TRUST		US SMALL CAP ETF10,04873,811+63,763$714,682$6,077,629+$5,362,9472026-08-10
Q2 2026AVDV
AMERICAN CENTY ETF TR		INTL SMCP VLU5,15556,253+51,098$514,780$5,796,892+$5,282,1122026-08-10
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF200,315211,782+11,467$13,527,302$16,330,519+$2,803,2172026-08-10
Q2 2026ESGV
VANGUARD WORLD FD		ESG US STK ETF98,955100,084+1,129$11,109,657$13,235,191+$2,125,5342026-08-10
Q2 2026SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ28,75375,919+47,166$882,130$2,407,384+$1,525,2542026-08-10
Q2 2026VSGX
VANGUARD WORLD FD		ESG INTL STK ETF121,322123,020+1,698$8,702,429$10,129,473+$1,427,0442026-08-10
Q2 2026EZU
ISHARES INC		MSCI EURZONE ETF45,14960,895+15,746$2,828,134$4,232,203+$1,404,0692026-08-10
Q2 2026IWR
ISHARES TR		RUS MID CAP ETF55,59458,609+3,015$5,405,431$6,465,770+$1,060,3392026-08-10
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 16,3686,373+5$3,675,272$4,692,949+$1,017,6772026-08-10
Q2 2026EWJ
ISHARES INC		MSCI JAPAN ETF20,27127,042+6,771$1,711,684$2,522,208+$810,5242026-08-10
Q2 2026AVDE
AMERICAN CENTY ETF TR		INTL EQT ETF18,82226,403+7,581$1,596,829$2,355,147+$758,3182026-08-10
Q2 2026VLUE
ISHARES TR		MSCI USA VALUE11,41811,444+26$1,623,577$2,286,618+$663,0412026-08-10
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF8,74951,407+42,658$3,821,561$4,428,209+$606,6482026-08-10
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF8,55710,169+1,612$1,840,392$2,406,181+$565,7892026-08-10
Q2 2026SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF121,327124,386+3,059$3,045,324$3,602,233+$556,9092026-08-10
Q2 2026PULS
PGIM ETF TR		PGIM ULTRA SH BD55,97967,137+11,158$2,770,946$3,326,652+$555,7062026-08-10
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF9,2199,354+135$2,286,218$2,810,345+$524,1272026-08-10
Q2 2026FLOT
ISHARES TR		FLTG RATE NT ETF34,37343,983+9,610$1,751,330$2,245,303+$493,9732026-08-10
Q2 2026UJUN
INNOVATOR ETFS TRUST		US EQT ULTRA BF12,43024,458+12,028$462,889$942,613+$479,7242026-08-10
Q2 2026EGUS
ISHARES TR		ESG AWARE MSCI41,20841,256+48$1,967,195$2,410,203+$443,0082026-08-10
Q2 2026EWC
ISHARES INC		MSCI CDA ETF17,92223,558+5,636$981,948$1,357,884+$375,9362026-08-10
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF2,7266,704+3,978$1,162,159$832,460-$329,6992026-08-10
Q2 2026MINT
PIMCO ETF TR		ENHAN SHRT MA AC21,07124,267+3,196$2,119,093$2,446,405+$327,3122026-08-10
Q2 2026CGIE
CAPITAL GROUP INTERNATIONAL		SHS14,94321,966+7,023$505,373$807,911+$302,5382026-08-10
Q2 2026IXUS
ISHARES TR		CORE MSCI TOTAL32,18832,288+100$2,788,801$3,081,586+$292,7852026-08-10
Q2 2026EWU
ISHARES TR		MSCI UK ETF NEW24,39130,417+6,026$1,111,255$1,403,441+$292,1862026-08-10
Q2 2026GSIE
GOLDMAN SACHS ETF TR		ACTIVEBETA INT88,86789,731+864$3,832,847$4,100,727+$267,8802026-08-10
Q2 2026EVUS
ISHARES TR		ESG AWR MSCI USA67,45967,752+293$2,147,329$2,378,789+$231,4602026-08-10
Q2 2026IVW
ISHARES TR		S&P 500 GRWT ETF8,7848,786+2$993,604$1,208,313+$214,7092026-08-10
Q2 2026EMXF
ISHARES TR		EGSADVNCDMSCI EM19,85819,988+130$950,024$1,158,212+$208,1882026-08-10
Q2 2026EPP
ISHARES INC		MSCI PAC JP ETF20,82524,242+3,417$1,106,642$1,291,130+$184,4882026-08-10
Q2 2026SHY
ISHARES TR		1 3 YR TREAS BD11,29013,558+2,268$932,178$1,113,217+$181,0392026-08-10
Q2 2026BKMI
BNY MELLON ETF TRUST II		MUNICIPAL INTER257,662261,058+3,396$6,725,134$6,902,870+$177,7362026-08-10
Q2 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF42,18642,187+1$1,081,646$1,241,574+$159,9282026-08-10
Q2 2026RSP
INVESCO EXCHANGE TRADED FD T		S&P500 EQL WGT7,4207,423+3$1,424,057$1,579,247+$155,1902026-08-10
Q2 2026SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF23,92524,040+115$740,708$886,350+$145,6422026-08-10
Q2 2026IJK
ISHARES TR		S&P MC 400GR ETF8,3258,329+4$837,718$978,649+$140,9312026-08-10
Q2 2026ITOT
ISHARES TR		CORE S&P TTL STK5,9015,904+3$840,570$969,993+$129,4232026-08-10
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF6,30520,876+14,571$1,810,792$1,681,991-$128,8012026-08-10
Q2 2026VCEB
VANGUARD WORLD FD		ESG US CORP BD175,469177,552+2,083$11,024,690$11,143,194+$118,5042026-08-10
Q2 2026IBTH
ISHARES TR		IBONDS 27 TRM TS10,63515,866+5,231$238,544$354,924+$116,3802026-08-10
Q2 2026IJS
ISHARES TR		SP SMCP600VL ETF5,4845,486+2$649,590$749,799+$100,2092026-08-10
Q2 2026IUSB
ISHARES TR		CORE UNIVRSL USD20,22322,202+1,979$934,101$1,024,623+$90,5222026-08-10
Q2 2026SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF12,22312,333+110$355,441$445,609+$90,1682026-08-10
Q2 2026SCZ
ISHARES TR		EAFE SML CP ETF21,19921,240+41$1,662,176$1,747,375+$85,1992026-08-10
Q2 2026ETJ
EATON VANCE RISK-MANAGED DIV		COM60,19868,824+8,626$491,815$569,178+$77,3632026-08-10
Q2 2026ACWX
ISHARES TR		MSCI ACWI EX US9,0129,110+98$617,034$693,339+$76,3052026-08-10
Q2 2026IJJ
ISHARES TR		S&P MC 400VL ETF4,5984,623+25$609,211$682,929+$73,7182026-08-10
Q2 2026EFAV
ISHARES TR		MSCI EAFE MIN VL19,81519,880+65$1,810,467$1,743,643-$66,8242026-08-10
Q2 2026DEM
WISDOMTREE TR		EMER MKT HIGH FD8,5239,112+589$423,508$490,136+$66,6282026-08-10
Q2 2026SHYG
ISHARES TR		0-5YR HI YL CP102,708103,914+1,206$4,345,576$4,406,994+$61,4182026-08-10
Q2 2026SCHV
SCHWAB STRATEGIC TR		US LCAP VA ETF13,77513,785+10$420,142$479,871+$59,7292026-08-10
Q2 2026IEUR
ISHARES TR		CORE MSCI EURO3,1033,557+454$218,048$267,380+$49,3322026-08-10
Q2 2026MUNI
PIMCO ETF TR		INTER MUN BD ACT58,37858,859+481$3,046,737$3,095,994+$49,2572026-08-10
Q2 2026IUSG
ISHARES TR		CORE S&P US GWT1,4291,431+2$221,641$269,065+$47,4242026-08-10
Q2 2026SCMB
SCHWAB STRATEGIC TR		MUN BD ETF13,39615,035+1,639$341,340$388,215+$46,8752026-08-10
Q2 2026PRF
INVESCO EXCHANGE TRADED FD T		RAFI US 1000 ETF6,6826,689+7$317,598$361,375+$43,7772026-08-10
Q2 2026ESGU
ISHARES TR		ESG AWR MSCI USA1,8401,842+2$260,284$301,433+$41,1492026-08-10
Q2 2026CMF
ISHARES TR		CALIF MUN BD ETF5,5986,142+544$318,307$354,006+$35,6992026-08-10
Q2 2026SPLV
INVESCO EXCH TRADED FD TR II		S&P500 LOW VOL15,74115,815+74$1,151,312$1,184,513+$33,2012026-08-10
Q2 2026IWB
ISHARES TR		RUS 1000 ETF574575+1$204,797$235,503+$30,7062026-08-10
Q2 2026DGRO
ISHARES TR		CORE DIV GRWTH3,9674,029+62$278,382$305,388+$27,0062026-08-10
Q2 2026DGS
WISDOMTREE TR		EMG MKTS SMCAP4,6234,634+11$277,830$299,854+$22,0242026-08-10
Q2 2026FNDC
SCHWAB STRATEGIC TR		FUNDAMENTAL INTL9,0619,090+29$420,065$441,407+$21,3422026-08-10
Q2 2026INTF
ISHARES TR		INTL EQTY FACTOR8,2878,392+105$322,877$343,737+$20,8602026-08-10
Q2 2026VCRB
VANGUARD MALVERN FDS		CORE BD ETF4,9715,159+188$384,657$398,445+$13,7882026-08-10
Q2 2026NUHY
NUSHARES ETF TR		ESG HI TLD CRP34,28934,459+170$726,236$738,645+$12,4092026-08-10
Q2 2026TAXF
AMERICAN CENTY ETF TR		DIVERSIFIED MU13,35113,384+33$668,218$680,378+$12,1602026-08-10
Q2 2026EDV
VANGUARD WORLD FD		EXTENDED DUR10,41210,536+124$676,272$685,652+$9,3802026-08-10
Q2 2026NOBL
PROSHARES TR		S&P 500 DV ARIST4,0827,545+3,463$432,776$423,724-$9,0522026-08-10
Q2 2026VTEC
VANGUARD CALIF TAX FREE FDS		TAX EXEMPT BD FD2,5282,567+39$250,462$258,212+$7,7502026-08-10
Q2 2026FTCS
FIRST TR EXCHANGE-TRADED FD		CAP STRENGTH ETF4,2964,301+5$398,483$403,938+$5,4552026-08-10
Q2 2026JMUB
J P MORGAN EXCHANGE TRADED F		MUNICIPAL ETF6,4646,471+7$323,136$327,789+$4,6532026-08-10
Q2 2026SMMU
PIMCO ETF TR		SHTRM MUN BD ACT9,9239,994+71$500,606$504,690+$4,0842026-08-10
Q2 2026TIP
ISHARES TR		TIPS BD ETF3,2933,346+53$363,400$366,208+$2,8082026-08-10
Q2 2026GOVT
ISHARES TR		US TREAS BD ETF15,06015,062+2$345,023$343,124-$1,8992026-08-10
Q2 2026HDV
ISHARES TR		CORE HIGH DV ETF1,8359,123+7,288$249,047$250,062+$1,0152026-08-10

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