Sequoia Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.46M	Sell	55,334 -694	-1%	-$53.8K	0.02%	373
2026 Q1	$4.02M	Buy	56,028 +648	+1%	+$48.1K	0.02%	368
2025 Q4	$4.02M	Buy	55,380 +6,220	+13%	+$452K	0.02%	372
2025 Q3	$3.61M	Buy	49,160 +12,908	+36%	+$927K	0.02%	372
2025 Q2	$2.54M	Buy	36,252 +624	+2%	+$41K	0.02%	413
2025 Q1	$2.3M	Buy	35,628 +6,940	+24%	+$466K	0.02%	399
2024 Q4	$1.89M	Buy	28,688 +732	+3%	+$49.7K	0.02%	418
2024 Q3	$1.84M	Sell	27,956 -612	-2%	-$38.4K	0.02%	394
2024 Q2	$1.73M	Sell	28,568 -1,816	-6%	-$110K	0.02%	363
2024 Q1	$1.9M	Sell	30,384 -5,960	-16%	-$352K	0.02%	333
2023 Q4	$2.11M	Buy	36,344 +4,568	+14%	+$244K	0.03%	346
2023 Q3	$1.65M	Sell	31,776 -28,132	-47%	-$1.54M	0.03%	250
2023 Q2	$3.3M	Sell	59,908 -18,700	-24%	-$980K	0.06%	188
2023 Q1	$4.15M	Sell	78,608 -2,568	-3%	-$137K	0.09%	154
2022 Q4	$4.14M	Buy	81,176 +27,716	+52%	+$1.41M	0.1%	144
2022 Q3	$2.51M	Sell	53,460 -6,492	-11%	-$339K	0.08%	146
2022 Q2	$2.95M	Sell	59,952 -5,116	-8%	-$276K	0.08%	147
2022 Q1	$3.87M	Sell	65,068 -460	-0.7%	-$27K	0.1%	136
2021 Q4	$4.17M	Buy	65,528 +61,508	+1,530%	+$3.86M	0.11%	123
2021 Q3	$238K	Sell	4,020 -55,668	-93%	-$3.36M	0.02%	229
2021 Q2	$3.54M	Buy	59,688 +24,336	+69%	+$1.41M	0.13%	110
2021 Q1	$1.96M	Sell	35,352 -4,468	-11%	-$242K	0.08%	129
2020 Q4	$2.06M	Buy	39,820 +776	+2%	+$37.6K	0.09%	124
2020 Q3	$1.72M	Sell	39,044 -12,372	-24%	-$539K	0.09%	116
2020 Q2	$2.11M	Buy	51,416 +23,740	+86%	+$909K	0.12%	89
2020 Q1	$911K	Buy	27,676 +6,808	+33%	+$282K	0.07%	131
2019 Q4	$930K	Buy	20,868 +3,520	+20%	+$151K	0.06%	147
2019 Q3	$727K	Sell	17,348 -512	-3%	-$21.4K	0.05%	157
2019 Q2	$746K	Sell	17,860 -1,156	-6%	-$47.3K	0.06%	148
2019 Q1	$764K	Sell	19,016 -77,532	-80%	-$2.98M	0.06%	141
2018 Q4	$3.33M	Sell	96,548 -13,244	-12%	-$497K	0.39%	52
2018 Q3	$4.51M	Buy	109,792 +876	+0.8%	+$35.7K	0.45%	41
2018 Q2	$4.29M	Buy	108,916 +11,656	+12%	+$458K	0.46%	42
2018 Q1	$3.75M	Buy	97,260 +9,212	+10%	+$363K	0.39%	51
2017 Q4	$3.41M	Buy	88,048 +9,608	+12%	+$363K	0.36%	58
2017 Q3	$2.88M	Buy	78,440 +10,788	+16%	+$389K	0.34%	57
2017 Q2	$2.41M	Buy	67,652 +7,156	+12%	+$253K	0.3%	63
2017 Q1	$2.11M	Buy	+60,496	New	+$2.08M	0.27%	66

Other funds holding VO

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, selling an estimated $53.8K and leaving 55,334 shares worth $4.46M. The position accounts for 0.02% of the portfolio, ranked #373.

Sequoia Financial Advisors first reported a position in VO in Q1 2017 and has held it in 38 quarters since. The position peaked at $4.51M in Q3 2018. 582 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sequoia Financial Advisors held 55,334 shares of Vanguard Mid-Cap ETF worth $4.46M as of Q2 2026.
Sequoia Financial Advisors sold 694 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $53.8K.
Vanguard Mid-Cap ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #373 holding.
Sequoia Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and has held it in 38 quarters since.
Sequoia Financial Advisors's Vanguard Mid-Cap ETF position peaked at $4.51M in Q3 2018.
582 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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