SFA
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Sequoia Financial Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Sequoia Financial Advisors’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.87M Sell
34,945
-13,492
-28% -$1.88M 0.02% 359
2026
Q1 		$6.45M Sell
48,437
-11,568
-19% -$1.56M 0.04% 275
2025
Q4 		$7.82M Sell
60,005
-14,490
-19% -$1.89M 0.04% 244
2025
Q3 		$9.78M Buy
+74,495
New +$9.64M 0.06% 203

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 28% in Q2 2026, selling an estimated $1.88M and leaving 34,945 shares worth $4.87M. The position accounts for 0.02% of the portfolio, ranked #359.

Sequoia Financial Advisors first reported a position in VFMV in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.78M in Q3 2025. 10 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Sequoia Financial Advisors held 34,945 shares of Vanguard US Minimum Volatility ETF worth $4.87M as of Q2 2026.
  • Sequoia Financial Advisors sold 13,492 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $1.88M.
  • Vanguard US Minimum Volatility ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #359 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Vanguard US Minimum Volatility ETF position peaked at $9.78M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

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