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Sequoia Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Sequoia Financial Advisors’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Hold
0
– -$107K – 1809
2025
Q2 		– Hold
0
– – – 1531

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vanguard Energy ETF (VDE) stake by 5.6% in Q2 2026, selling an estimated $31.4K and leaving 3,300 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Sequoia Financial Advisors first reported a position in VDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $707K in Q1 2022. 335 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Sequoia Financial Advisors held 3,300 shares of Vanguard Energy ETF worth $495K as of Q2 2026.
  • Sequoia Financial Advisors sold 194 Vanguard Energy ETF shares in Q2 2026, an estimated $31.4K.
  • Vanguard Energy ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1349 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's Vanguard Energy ETF position peaked at $707K in Q1 2022.
  • 335 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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