Sequoia Financial Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Sequoia Financial Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Buy	+2,409	New	+$299K	﹤0.01%	1642

Other funds holding IVOO

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Sequoia Financial Advisors's IVOO Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 2,409 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #1642 among its holdings.

80 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Sequoia Financial Advisors held 2,409 shares of Vanguard S&P Mid-Cap 400 ETF worth $314K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Sequoia Financial Advisors position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1642 holding.
80 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.