Sequoia Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.9M	Buy	371,405 +9,930	+3%	+$2.28M	0.44%	48
2026 Q1	$77.7M	Buy	361,475 +12,995	+4%	+$2.9M	0.43%	49
2025 Q4	$76.6M	Buy	348,480 +81,658	+31%	+$17.8M	0.43%	50
2025 Q3	$57.6M	Buy	266,822 +17,581	+7%	+$3.69M	0.35%	57
2025 Q2	$51M	Buy	249,241 +57,107	+30%	+$11.1M	0.35%	61
2025 Q1	$37.3M	Buy	192,134 +171,665	+839%	+$34.1M	0.29%	76
2024 Q4	$4.01M	Buy	20,469 +5,664	+38%	+$1.13M	0.04%	281
2024 Q3	$2.93M	Buy	14,805 +1,210	+9%	+$230K	0.03%	295
2024 Q2	$2.48M	Buy	13,595 +260	+2%	+$46.8K	0.03%	284
2024 Q1	$2.44M	Sell	13,335 -45	-0.3%	-$7.91K	0.03%	296
2023 Q4	$2.28M	Sell	13,380 -422	-3%	-$67.9K	0.03%	331
2023 Q3	$2.14M	Sell	13,802 -8	-0.1%	-$1.3K	0.04%	220
2023 Q2	$2.24M	Buy	13,810 +285	+2%	+$44.6K	0.04%	228
2023 Q1	$2.08M	Sell	13,525 -568	-4%	-$87K	0.05%	213
2022 Q4	$2.14M	Buy	14,093 +7,253	+106%	+$1.08M	0.05%	200
2022 Q3	$924K	Sell	6,840 -790	-10%	-$118K	0.03%	223
2022 Q2	$1.09M	Buy	7,630 +1,595	+26%	+$243K	0.03%	220
2022 Q1	$979K	Buy	6,035 +831	+16%	+$134K	0.02%	259
2021 Q4	$894K	Buy	+5,204	New	+$858K	0.02%	246
2021 Q3	–	Sell	-5,091	Closed	-$788K	–	450
2021 Q2	$788K	Buy	5,091 +355	+7%	+$54.5K	0.03%	226
2021 Q1	$697K	Buy	4,736 +434	+10%	+$61.7K	0.03%	218
2020 Q4	$607K	Sell	4,302 -971	-18%	-$132K	0.03%	225
2020 Q3	$678K	Buy	5,273 +1,127	+27%	+$142K	0.04%	196
2020 Q2	$486K	Buy	4,146 +302	+8%	+$34.4K	0.03%	219
2020 Q1	$397K	Buy	3,844 +14	+0.4%	+$1.67K	0.03%	222
2019 Q4	$477K	Buy	3,830 +115	+3%	+$13.9K	0.03%	226
2019 Q3	$444K	Sell	3,715 -117	-3%	-$13.8K	0.03%	211
2019 Q2	$441K	Buy	3,832 +161	+4%	+$18.1K	0.03%	217
2019 Q1	$402K	Sell	3,671 -374	-9%	-$39.4K	0.03%	222
2018 Q4	$396K	Sell	4,045 -124	-3%	-$12.9K	0.05%	162
2018 Q3	$462K	Buy	4,169 +1,070	+35%	+$115K	0.05%	167
2018 Q2	$315K	Sell	3,099 -97	-3%	-$9.89K	0.03%	221
2018 Q1	$323K	Buy	3,196 +107	+3%	+$11.1K	0.03%	224
2017 Q4	$315K	Buy	+3,089	New	+$304K	0.03%	219

Other funds holding VIG

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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.7% in Q2 2026, buying an estimated $2.28M and bringing the position to 371,405 shares worth $87.9M. The position accounts for 0.44% of the portfolio, ranked #48.

Sequoia Financial Advisors first reported a position in VIG in Q4 2017 and has held it in 34 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sequoia Financial Advisors held 371,405 shares of Vanguard Dividend Appreciation ETF worth $87.9M as of Q2 2026.
Sequoia Financial Advisors bought 9,930 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.28M.
Vanguard Dividend Appreciation ETF made up 0.44% of Sequoia Financial Advisors's portfolio in Q2 2026, its #48 holding.
Sequoia Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 34 quarters since.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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