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

Sequoia Financial Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Sell
9,016
-591
-6% -$201K 0.02% 451
2026
Q1 		$2.9M Sell
9,607
-673
-7% -$212K 0.02% 471
2025
Q4 		$3.11M Sell
10,280
-1,350
-12% -$407K 0.02% 442
2025
Q3 		$3.46M Buy
11,630
+9,155
+370% +$2.64M 0.02% 381
2025
Q2 		$685K Buy
2,475
+5
+0.2% +$1.29K ﹤0.01% 858
2025
Q1 		$622K Sell
2,470
-14
-0.6% -$3.88K ﹤0.01% 776
2024
Q4 		$696K Buy
2,484
+369
+17% +$104K 0.01% 696
2024
Q3 		$566K Buy
2,115
+237
+13% +$60.7K 0.01% 707
2024
Q2 		$470K Sell
1,878
-163
-8% -$40.7K 0.01% 709
2024
Q1 		$532K Sell
2,041
-121
-6% -$29.7K 0.01% 666
2023
Q4 		$523K Buy
+2,162
New +$469K 0.01% 717
2022
Q2 		– Sell
-1,424
Closed -$353K – 683
2022
Q1 		$353K Buy
1,424
+409
+40% +$101K 0.01% 444
2021
Q4 		$286K Buy
+1,015
New +$291K 0.01% 454
2015
Q2 		– Sell
-2,141
Closed -$282K – 201
2015
Q1 		$282K Sell
2,141
-550
-20% -$71.2K 0.13% 138
2014
Q4 		$339K Sell
2,691
-576
-18% -$70.8K 0.23% 98
2014
Q3 		$393K Sell
3,267
-625
-16% -$77.5K 0.27% 91
2014
Q2 		$496K Sell
3,892
-538
-12% -$65.3K 0.38% 67
2014
Q1 		$550K Sell
4,430
-975
-18% -$121K 0.46% 63
2013
Q4 		$661K Buy
+5,405
New +$638K 0.55% 48

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 6.2% in Q2 2026, selling an estimated $201K and leaving 9,016 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #451.

Sequoia Financial Advisors first reported a position in VBK in Q4 2013 and has held it in 19 quarters since. The position peaked at $3.46M in Q3 2025. 1,278 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Sequoia Financial Advisors held 9,016 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.3M as of Q2 2026.
  • Sequoia Financial Advisors sold 591 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $201K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #451 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2013 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.46M in Q3 2025.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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