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Sequoia Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sequoia Financial Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.06M Sell
26,593
-944
-3% -$271K 0.04% 257
2026
Q1 		$7.21M Sell
27,537
-1,624
-6% -$439K 0.04% 257
2025
Q4 		$7.52M Buy
29,161
+530
+2% +$136K 0.04% 248
2025
Q3 		$7.28M Sell
28,631
-176
-0.6% -$43.6K 0.04% 240
2025
Q2 		$6.83M Sell
28,807
-5,862
-17% -$1.31M 0.05% 225
2025
Q1 		$7.69M Buy
34,669
+5,513
+19% +$1.32M 0.06% 222
2024
Q4 		$7.01M Buy
29,156
+15,058
+107% +$3.71M 0.07% 216
2024
Q3 		$3.34M Buy
14,098
+2,144
+18% +$487K 0.04% 275
2024
Q2 		$2.61M Sell
11,954
-693
-5% -$152K 0.03% 276
2024
Q1 		$2.89M Buy
12,647
+466
+4% +$100K 0.04% 273
2023
Q4 		$2.6M Buy
12,181
+1,588
+15% +$306K 0.03% 302
2023
Q3 		$2M Sell
10,593
-1,699
-14% -$339K 0.04% 233
2023
Q2 		$2.44M Sell
12,292
-277
-2% -$52.3K 0.04% 215
2023
Q1 		$2.38M Sell
12,569
-97
-0.8% -$18.8K 0.05% 197
2022
Q4 		$2.32M Buy
12,666
+3,169
+33% +$587K 0.06% 188
2022
Q3 		$1.62M Sell
9,497
-1,233
-11% -$233K 0.05% 171
2022
Q2 		$1.89M Sell
10,730
-344
-3% -$66.4K 0.05% 181
2022
Q1 		$2.35M Buy
11,074
+3,374
+44% +$710K 0.06% 173
2021
Q4 		$1.74M Buy
+7,700
New +$1.75M 0.05% 191
2021
Q3 		– Sell
-1,649
Closed -$372K – 443
2021
Q2 		$372K Buy
1,649
+106
+7% +$23.5K 0.01% 329
2021
Q1 		$330K Buy
1,543
+388
+34% +$81.7K 0.01% 323
2020
Q4 		$225K Buy
+1,155
New +$204K 0.01% 372
2019
Q4 		– Sell
-2,472
Closed -$380K – 395
2019
Q3 		$380K Sell
2,472
-89
-3% -$13.8K 0.03% 235
2019
Q2 		$401K Buy
2,561
+70
+3% +$10.8K 0.03% 229
2019
Q1 		$381K Buy
2,491
+550
+28% +$81.8K 0.03% 235
2018
Q4 		$256K Buy
+1,941
New +$283K 0.03% 240
2016
Q2 		– Sell
-1,914
Closed -$213K – 267
2016
Q1 		$213K Sell
1,914
-137
-7% -$14.2K 0.07% 175
2015
Q4 		$227K Hold
2,051
– – 0.09% 151
2015
Q3 		$221K Sell
2,051
-32
-2% -$3.74K 0.1% 150
2015
Q2 		$253K Buy
2,083
+32
+2% +$3.93K 0.11% 153
2015
Q1 		$251K Buy
2,051
+264
+15% +$31.3K 0.12% 152
2014
Q4 		$208K Buy
+1,787
New +$203K 0.14% 148
2014
Q3 		– Sell
-1,787
Closed -$209K – 184
2014
Q2 		$209K Hold
1,787
– – 0.16% 149
2014
Q1 		$202K Sell
1,787
-112
-6% -$12.4K 0.17% 151
2013
Q4 		$209K Buy
+1,899
New +$202K 0.17% 136

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.4% in Q2 2026, selling an estimated $271K and leaving 26,593 shares worth $8.06M. The position accounts for 0.04% of the portfolio, ranked #257.

Sequoia Financial Advisors first reported a position in VB in Q4 2013 and has held it in 35 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Sequoia Financial Advisors held 26,593 shares of Vanguard Morningstar Small-Cap ETF worth $8.06M as of Q2 2026.
  • Sequoia Financial Advisors sold 944 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $271K.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #257 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 35 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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