SageView Advisory Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 15, 2024
Value $
$2.15B
Signature - Title
Michael Byun - Compliance Officer
Location
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 559 $2.15B +$1.56B -$823M +$733M AGG, VONG, VONV, SCHF, IAGG Restatement 8/14/2024, 06:16 PM
Q1 2024 520 $1.02B $0 $0 EFG, VWOB, VBR, IDEV, FNDF 13F-HR 5/8/2024, 06:14 PM
Q4 2023 662 $2.32B +$1.04B -$595M +$441M AGG, VONG, VONV, SCHF, VXF Restatement 3/6/2024, 12:38 PM
Q3 2023 523 $1.75B +$107M -$94.2M +$13.2M AGG, VONG, VONV, SCHF, IAGG 13F-HR 11/2/2023, 09:25 PM
Q2 2023 543 $1.8B +$244M -$66.2M +$177M AGG, VONG, VONV, SCHF, VXF 13F-HR 8/11/2023, 04:41 PM
Q1 2023 458 $1.57B +$393M -$113M +$280M AGG, VONG, VONV, SCHF, IAGG 13F-HR 5/1/2023, 09:21 PM
Q4 2022 404 $1.23B $0 $0 AGG, VONV, VONG, SCHF, USMV 13F-HR 2/14/2023, 07:25 PM