SageView Advisory Group, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 13, 2025
Value $: $2.32B
Signature - Title: Michael Byun - Compliane Officer
Location: Newport Beach, CA
Summary: This page shows a list of all the recent 13F filings made by SageView Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SageView Advisory Group, LLC reported 589 stock holdings with total value $2.32B as of Q4 2024. Top holdings included AGG, VONV, VONG, SCHF, and VXF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	589	$2.32B	+$473M	-$30.2M	+$443M	AGG, VONV, VONG, SCHF, VXF	13F-HR	2/13/2025, 02:49 PM
Q3 2024	509	$1.97B	+$546M	-$833M	-$287M	AGG, VONV, VONG, SCHF, VXF	13F-HR	11/14/2024, 03:57 PM
Q2 2024	559	$2.15B	+$1.56B	-$823M	+$733M	AGG, VONG, VONV, SCHF, IAGG	Restatement	8/14/2024, 06:16 PM
Q1 2024	543	$731M	$0	$0		EFG, VBR, FNDF, AAPL, VBK	13F-HR	5/8/2024, 06:14 PM
Q4 2023	662	$2.3B	+$1.02B	-$595M	+$426M	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

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