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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
2025
Q3 		– Hold
0
– -$60.7K – 1810
2025
Q2 		– Hold
0
– – – 1553

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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. 167 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.
  • 167 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.