Sequoia Financial Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.91M	Buy	26,360 +11	+0%	+$1.58K	0.02%	394
2026 Q1	$3.55M	Buy	26,349 +9	+0%	+$1.24K	0.02%	408
2025 Q4	$3.5M	Sell	26,340 -3,624	-12%	-$468K	0.02%	404
2025 Q3	$3.82M	Sell	29,964 -1,834	-6%	-$228K	0.02%	355
2025 Q2	$3.76M	Sell	31,798 -57,680	-64%	-$6.43M	0.03%	336
2025 Q1	$10.2M	Buy	89,478 +5,511	+7%	+$657K	0.08%	185
2024 Q4	$9.94M	Buy	+83,967	New	+$10.3M	0.1%	173

Other funds holding VFVA

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

BFS

Burrus Financial Services Salt Lake City, Utah $230M AUM 12.35% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Vanguard US Value Factor ETF (VFVA) stake by 0.04% in Q2 2026, buying an estimated $1.58K and bringing the position to 26,360 shares worth $3.91M. The position accounts for 0.02% of the portfolio, ranked #394.

Sequoia Financial Advisors first reported a position in VFVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2M in Q1 2025. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

Sequoia Financial Advisors held 26,360 shares of Vanguard US Value Factor ETF worth $3.91M as of Q2 2026.
Sequoia Financial Advisors bought 11 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $1.58K.
Vanguard US Value Factor ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #394 holding.
Sequoia Financial Advisors first reported a position in Vanguard US Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's Vanguard US Value Factor ETF position peaked at $10.2M in Q1 2025.
93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

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