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Sequoia Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Sequoia Financial Advisors’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$577K Sell
4,381
-735
-14% -$93.8K ﹤0.01% 1257
2026
Q1 		$618K Buy
5,116
+152
+3% +$19.4K ﹤0.01% 1145
2025
Q4 		$663K Sell
4,964
-25
-0.5% -$3.25K ﹤0.01% 1114
2025
Q3 		$655K Buy
4,989
+760
+18% +$98.4K ﹤0.01% 991
2025
Q2 		$538K Buy
4,229
+102
+2% +$12.2K ﹤0.01% 961
2025
Q1 		$493K Sell
4,127
-99
-2% -$12.1K ﹤0.01% 860
2024
Q4 		$499K Sell
4,226
-86
-2% -$10.2K ﹤0.01% 803
2024
Q3 		$474K Buy
4,312
+305
+8% +$32.3K 0.01% 769
2024
Q2 		$400K Hold
4,007
– – ﹤0.01% 777
2024
Q1 		$410K Sell
4,007
-15
-0.4% -$1.44K 0.01% 755
2023
Q4 		$371K Buy
4,022
+967
+32% +$81.3K ﹤0.01% 844
2023
Q3 		$245K Buy
3,055
+357
+13% +$29.8K ﹤0.01% 773
2023
Q2 		$219K Sell
2,698
-36
-1% -$2.83K ﹤0.01% 831
2023
Q1 		$213K Sell
2,734
-112
-4% -$9.47K ﹤0.01% 746
2022
Q4 		$235K Sell
2,846
-942
-25% -$77.8K 0.01% 676
2022
Q3 		$282K Sell
3,788
-813
-18% -$66.1K 0.01% 400
2022
Q2 		$355K Sell
4,601
-760
-14% -$64.2K 0.01% 397
2022
Q1 		$501K Buy
5,361
+1,096
+26% +$105K 0.01% 357
2021
Q4 		$412K Buy
+4,265
New +$416K 0.01% 368
2021
Q3 		– Sell
-4,090
Closed -$370K – 446
2021
Q2 		$370K Buy
4,090
+891
+28% +$80.5K 0.01% 331
2021
Q1 		$270K Hold
3,199
– – 0.01% 362
2020
Q4 		$233K Buy
+3,199
New +$211K 0.01% 363
2020
Q1 		– Sell
-2,831
Closed -$216K – 411
2019
Q4 		$216K Buy
+2,831
New +$207K 0.01% 351

Other funds holding VFH

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vanguard Financials ETF (VFH) stake by 14% in Q2 2026, selling an estimated $93.8K and leaving 4,381 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Sequoia Financial Advisors first reported a position in VFH in Q4 2019 and has held it in 23 quarters since. The position peaked at $663K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Sequoia Financial Advisors held 4,381 shares of Vanguard Financials ETF worth $577K as of Q2 2026.
  • Sequoia Financial Advisors sold 735 Vanguard Financials ETF shares in Q2 2026, an estimated $93.8K.
  • Vanguard Financials ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1257 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 23 quarters since.
  • Sequoia Financial Advisors's Vanguard Financials ETF position peaked at $663K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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