Sequoia Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,917	Closed	-$450K	–	2254
2026 Q1	$450K	Buy	3,917 +2	+0.1%	+$235	﹤0.01%	1329
2025 Q4	$434K	Sell	3,915 -632	-14%	-$70.3K	﹤0.01%	1359
2025 Q3	$502K	Buy	4,547 +165	+4%	+$17.6K	﹤0.01%	1135
2025 Q2	$444K	Buy	+4,382	New	+$418K	﹤0.01%	1064
2023 Q2	–	Sell	-2,565	Closed	-$228K	–	1002
2023 Q1	$228K	Buy	2,565 +111	+5%	+$10.2K	0.01%	723
2022 Q4	$213K	Buy	+2,454	New	+$218K	0.01%	712

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Sequoia Financial Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026, closing a stake of 3,917 shares — an estimated $450K sold.

Sequoia Financial Advisors first reported a position in VIOO in Q4 2022 and held it in 6 quarters. The position peaked at $502K in Q3 2025. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Sequoia Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2026 after selling out during the quarter.
Sequoia Financial Advisors sold 3,917 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $450K.
Sequoia Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and held it in 6 quarters.
Sequoia Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $502K in Q3 2025.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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