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Sequoia Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Sequoia Financial Advisors’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Sell
3,151
-29
-0.9% -$9.51K 0.01% 917
2026
Q1 		$938K Sell
3,180
-65
-2% -$20K 0.01% 927
2025
Q4 		$1M Sell
3,245
-65
-2% -$19.9K 0.01% 884
2025
Q3 		$1M Buy
3,310
+65
+2% +$18.9K 0.01% 778
2025
Q2 		$911K Sell
3,245
-502
-13% -$130K 0.01% 719
2025
Q1 		$951K Sell
3,747
-308
-8% -$82.4K 0.01% 634
2024
Q4 		$1.08M Sell
4,055
-105
-3% -$28.1K 0.01% 558
2024
Q3 		$1.08M Buy
4,160
+84
+2% +$21K 0.01% 517
2024
Q2 		$1M Buy
4,076
+39
+1% +$9.27K 0.01% 484
2024
Q1 		$962K Sell
4,037
-1,123
-22% -$255K 0.01% 485
2023
Q4 		$1.12M Buy
5,160
+3,029
+142% +$614K 0.01% 495
2023
Q3 		$415K Buy
2,131
+300
+16% +$60.7K 0.01% 569
2023
Q2 		$369K Hold
1,831
– – 0.01% 618
2023
Q1 		$341K Sell
1,831
-4,372
-70% -$796K 0.01% 582
2022
Q4 		$1.08M Buy
6,203
+4,372
+239% +$766K 0.03% 272
2022
Q3 		$299K Hold
1,831
– – 0.01% 386
2022
Q2 		$315K Sell
1,831
-371
-17% -$69.4K 0.01% 428
2022
Q1 		$456K Hold
2,202
– – 0.01% 376
2021
Q4 		$482K Buy
2,202
+371
+20% +$79K 0.01% 331
2021
Q3 		$367K Sell
1,831
-371
-17% -$76.3K 0.04% 182
2021
Q2 		$441K Hold
2,202
– – 0.02% 300
2021
Q1 		$408K Hold
2,202
– – 0.02% 284
2020
Q4 		$386K Sell
2,202
-235
-10% -$38.8K 0.02% 286
2020
Q3 		$377K Hold
2,437
– – 0.02% 264
2020
Q2 		$346K Buy
2,437
+371
+18% +$49.7K 0.02% 272
2020
Q1 		$242K Buy
2,066
+235
+13% +$32.9K 0.02% 302
2019
Q4 		$270K Hold
1,831
– – 0.02% 315
2019
Q3 		$249K Hold
1,831
– – 0.02% 306
2019
Q2 		$247K Hold
1,831
– – 0.02% 310
2019
Q1 		$238K Hold
1,831
– – 0.02% 316
2018
Q4 		$210K Hold
1,831
– – 0.02% 266
2018
Q3 		$244K Hold
1,831
– – 0.02% 262
2018
Q2 		$229K Hold
1,831
– – 0.02% 273
2018
Q1 		$222K Buy
+1,831
New +$229K 0.02% 269

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.91% in Q2 2026, selling an estimated $9.51K and leaving 3,151 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #917.

Sequoia Financial Advisors first reported a position in VONE in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.12M in Q4 2023. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Sequoia Financial Advisors held 3,151 shares of Vanguard Russell 1000 ETF worth $1.07M as of Q2 2026.
  • Sequoia Financial Advisors sold 29 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $9.51K.
  • Vanguard Russell 1000 ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #917 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2018 and has held it in 34 quarters since.
  • Sequoia Financial Advisors's Vanguard Russell 1000 ETF position peaked at $1.12M in Q4 2023.
  • 411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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