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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.1M	Sell	70,397 -1,643	-2%	-$382K	0.09%	152
2026 Q1	$15.7M	Sell	72,040 -2,637	-4%	-$590K	0.09%	155
2025 Q4	$15.8M	Sell	74,677 -6,345	-8%	-$1.33M	0.09%	157
2025 Q3	$16.9M	Sell	81,022 -648	-0.8%	-$132K	0.1%	138
2025 Q2	$15.9M	Sell	81,670 -58,734	-42%	-$10.9M	0.11%	144
2025 Q1	$26.2M	Sell	140,404 -40,849	-23%	-$8.07M	0.2%	100
2024 Q4	$35.9M	Buy	181,253 +170,238	+1,546%	+$34.9M	0.35%	64
2024 Q3	$2.21M	Buy	11,015 +645	+6%	+$124K	0.02%	359
2024 Q2	$1.89M	Buy	10,370 +1,813	+21%	+$335K	0.02%	339
2024 Q1	$1.64M	Sell	8,557 -66	-0.8%	-$11.9K	0.02%	365
2023 Q4	$1.55M	Buy	8,623 +2,674	+45%	+$437K	0.02%	417
2023 Q3	$949K	Sell	5,949 -121	-2%	-$20.2K	0.02%	350
2023 Q2	$1M	Buy	6,070 +117	+2%	+$18.4K	0.02%	348
2023 Q1	$945K	Sell	5,953 -34	-0.6%	-$5.63K	0.02%	328
2022 Q4	$951K	Buy	5,987 +3,701	+162%	+$589K	0.02%	298
2022 Q3	$328K	Sell	2,286 -46	-2%	-$7.31K	0.01%	367
2022 Q2	$349K	Sell	2,332 -3,566	-60%	-$585K	0.01%	398
2022 Q1	$1.04M	Buy	5,898 +1,070	+22%	+$186K	0.03%	253
2021 Q4	$863K	Buy	4,828 +2,012	+71%	+$358K	0.02%	249
2021 Q3	$477K	Sell	2,816 -1,344	-32%	-$230K	0.05%	158
2021 Q2	$722K	Sell	4,160 -617	-13%	-$107K	0.03%	235
2021 Q1	$791K	Sell	4,777 -18	-0.4%	-$2.83K	0.03%	207
2020 Q4	$682K	Sell	4,795 -6	-0.1%	-$774	0.03%	211
2020 Q3	$531K	Sell	4,801 -1,170	-20%	-$131K	0.03%	219
2020 Q2	$638K	Buy	5,971 +2,043	+52%	+$205K	0.04%	192
2020 Q1	$349K	Buy	3,928 +536	+16%	+$65K	0.03%	241
2019 Q4	$465K	Sell	3,392 -207	-6%	-$27.4K	0.03%	231
2019 Q3	$464K	Sell	3,599 -3	-0.1%	-$384	0.03%	205
2019 Q2	$470K	Sell	3,602 -9	-0.2%	-$1.17K	0.04%	202
2019 Q1	$465K	Buy	3,611 +91	+3%	+$11.6K	0.04%	194
2018 Q4	$401K	Sell	3,520 -364	-9%	-$46.1K	0.05%	161
2018 Q3	$541K	Buy	3,884 +18	+0.5%	+$2.52K	0.05%	152
2018 Q2	$525K	Buy	3,866 +407	+12%	+$54.6K	0.06%	154
2018 Q1	$448K	Sell	3,459 -384	-10%	-$50.9K	0.05%	169
2017 Q4	$510K	Hold	3,843	–	–	0.05%	163
2017 Q3	$491K	Sell	3,843 -130	-3%	-$16K	0.06%	152
2017 Q2	$488K	Sell	3,973 -51,071	-93%	-$6.24M	0.06%	150
2017 Q1	$6.76M	Buy	55,044 +1,797	+3%	+$221K	0.86%	25
2016 Q4	$6.44M	Buy	53,247 +49,340	+1,263%	+$5.66M	0.92%	26
2016 Q3	$432K	Buy	3,907 +64	+2%	+$7.02K	0.08%	127
2016 Q2	$405K	Hold	3,843	–	–	0.11%	133
2016 Q1	$392K	Hold	3,843	–	–	0.13%	113
2015 Q4	$380K	Hold	3,843	–	–	0.15%	102
2015 Q3	$372K	Hold	3,843	–	–	0.16%	102
2015 Q2	$414K	Hold	3,843	–	–	0.17%	105
2015 Q1	$420K	Buy	3,843 +86	+2%	+$9.13K	0.19%	100
2014 Q4	$397K	Hold	3,757	–	–	0.27%	79
2014 Q3	$375K	Sell	3,757 -1,922	-34%	-$199K	0.26%	94
2014 Q2	$599K	Hold	5,679	–	–	0.46%	55
2014 Q1	$572K	Hold	5,679	–	–	0.48%	60
2013 Q4	$553K	Buy	+5,679	New	+$536K	0.46%	64

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.3% in Q2 2026, selling an estimated $382K and leaving 70,397 shares worth $17.1M. The position accounts for 0.09% of the portfolio, ranked #152.

Sequoia Financial Advisors first reported a position in VBR in Q4 2013 and has held it in 51 quarters since. The position peaked at $35.9M in Q4 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Sequoia Financial Advisors held 70,397 shares of Vanguard Morningstar Small-Cap Value ETF worth $17.1M as of Q2 2026.
Sequoia Financial Advisors sold 1,643 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $382K.
Vanguard Morningstar Small-Cap Value ETF made up 0.09% of Sequoia Financial Advisors's portfolio in Q2 2026, its #152 holding.
Sequoia Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2013 and has held it in 51 quarters since.
Sequoia Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $35.9M in Q4 2024.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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