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Sequoia Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sequoia Financial Advisors’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12M Sell
60,957
-322
-0.5% -$62.3K 0.06% 195
2026
Q1 		$11.3M Sell
61,279
-1,920
-3% -$359K 0.06% 193
2025
Q4 		$11.2M Buy
63,199
+3,666
+6% +$642K 0.06% 192
2025
Q3 		$10.4M Sell
59,533
-5,348
-8% -$910K 0.06% 193
2025
Q2 		$10.7M Sell
64,881
-52,086
-45% -$8.25M 0.07% 182
2025
Q1 		$18.8M Sell
116,967
-55,098
-32% -$9.01M 0.14% 125
2024
Q4 		$27.8M Buy
172,065
+168,604
+4,872% +$28.4M 0.27% 84
2024
Q3 		$580K Sell
3,461
-49
-1% -$7.79K 0.01% 700
2024
Q2 		$528K Buy
3,510
+158
+5% +$24K 0.01% 670
2024
Q1 		$523K Sell
3,352
-20
-0.6% -$2.94K 0.01% 673
2023
Q4 		$489K Buy
3,372
+196
+6% +$26.3K 0.01% 742
2023
Q3 		$416K Sell
3,176
-153
-5% -$21.2K 0.01% 568
2023
Q2 		$461K Buy
3,329
+105
+3% +$14K 0.01% 545
2023
Q1 		$432K Buy
3,224
+256
+9% +$35.5K 0.01% 510
2022
Q4 		$401K Buy
+2,968
New +$398K 0.01% 493
2021
Q2 		– Sell
-1,545
Closed -$208K – 487
2021
Q1 		$208K Buy
+1,545
New +$198K 0.01% 411
2020
Q2 		– Sell
-2,910
Closed -$237K – 404
2020
Q1 		$237K Sell
2,910
-63
-2% -$6.79K 0.02% 309
2019
Q4 		$354K Sell
2,973
-100
-3% -$11.5K 0.02% 276
2019
Q3 		$347K Buy
+3,073
New +$341K 0.03% 256

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.53% in Q2 2026, selling an estimated $62.3K and leaving 60,957 shares worth $12M. The position accounts for 0.06% of the portfolio, ranked #195.

Sequoia Financial Advisors first reported a position in VOE in Q3 2019 and has held it in 19 quarters since. The position peaked at $27.8M in Q4 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Sequoia Financial Advisors held 60,957 shares of Vanguard Morningstar Mid-Cap Value ETF worth $12M as of Q2 2026.
  • Sequoia Financial Advisors sold 322 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $62.3K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Sequoia Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2019 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $27.8M in Q4 2024.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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