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

Sequoia Financial Advisors’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.4M Sell
361,452
-12,733
-3% -$1.3M 0.19% 85
2026
Q1 		$35.1M Sell
374,185
-12,021
-3% -$1.16M 0.2% 89
2025
Q4 		$35.6M Sell
386,206
-12,625
-3% -$1.14M 0.2% 87
2025
Q3 		$35.6M Sell
398,831
-190,739
-32% -$16.7M 0.22% 86
2025
Q2 		$50.2M Buy
589,570
+92,568
+19% +$7.53M 0.34% 62
2025
Q1 		$41M Buy
497,002
+41,165
+9% +$3.44M 0.32% 70
2024
Q4 		$37M Buy
455,837
+15,604
+4% +$1.31M 0.36% 61
2024
Q3 		$36.7M Buy
440,233
+21,307
+5% +$1.7M 0.39% 62
2024
Q2 		$32.1M Buy
418,926
+22,734
+6% +$1.75M 0.39% 62
2024
Q1 		$31.2M Buy
396,192
+15,356
+4% +$1.14M 0.39% 59
2023
Q4 		$27.6M Buy
380,836
+45,021
+13% +$3.05M 0.34% 63
2023
Q3 		$22.4M Buy
335,815
+3,607
+1% +$251K 0.39% 54
2023
Q2 		$23M Buy
332,208
+62,942
+23% +$4.23M 0.39% 53
2023
Q1 		$18M Buy
269,266
+4,200
+2% +$285K 0.4% 47
2022
Q4 		$17.6M Buy
265,066
+44,765
+20% +$2.94M 0.43% 42
2022
Q3 		$13.2M Buy
220,301
+3,567
+2% +$235K 0.41% 44
2022
Q2 		$13.8M Buy
216,734
+442
+0.2% +$30.4K 0.39% 45
2022
Q1 		$15.7M Buy
216,292
+46,304
+27% +$3.34M 0.39% 42
2021
Q4 		$12.5M Buy
169,988
+141,865
+504% +$10.2M 0.34% 58
2021
Q3 		$1.93M Sell
28,123
-105,135
-79% -$7.4M 0.2% 77
2021
Q2 		$9.28M Buy
133,258
+43,214
+48% +$3M 0.34% 51
2021
Q1 		$5.99M Buy
90,044
+15,050
+20% +$955K 0.25% 58
2020
Q4 		$4.49M Buy
74,994
+27,428
+58% +$1.55M 0.21% 68
2020
Q3 		$2.47M Buy
47,566
+11,142
+31% +$579K 0.13% 95
2020
Q2 		$1.8M Buy
36,424
+21,358
+142% +$1.03M 0.11% 100
2020
Q1 		$655K Buy
15,066
+8,480
+129% +$464K 0.05% 162
2019
Q4 		$395K Sell
6,586
-164
-2% -$9.47K 0.03% 256
2019
Q3 		$379K Buy
6,750
+1,082
+19% +$60.2K 0.03% 236
2019
Q2 		$316K Sell
5,668
-1,158
-17% -$63.5K 0.02% 270
2019
Q1 		$369K Sell
6,826
-25,432
-79% -$1.34M 0.03% 240
2018
Q4 		$1.57M Buy
32,258
+118
+0.4% +$6.18K 0.18% 79
2018
Q3 		$1.78M Sell
32,140
-1,174
-4% -$64.5K 0.18% 80
2018
Q2 		$1.76M Sell
33,314
-754
-2% -$40.1K 0.19% 80
2018
Q1 		$1.79M Buy
34,068
+9,138
+37% +$498K 0.19% 82
2017
Q4 		$1.35M Sell
24,930
-166
-0.7% -$8.79K 0.14% 96
2017
Q3 		$1.3M Buy
25,096
+5,944
+31% +$303K 0.15% 91
2017
Q2 		$969K Buy
19,152
+2,004
+12% +$101K 0.12% 110
2017
Q1 		$861K Buy
17,148
+4,062
+31% +$203K 0.11% 112
2016
Q4 		$640K Buy
13,086
+1,620
+14% +$76.5K 0.09% 123
2016
Q3 		$530K Buy
11,466
+1,248
+12% +$57.6K 0.1% 113
2016
Q2 		$459K Buy
+10,218
New +$451K 0.13% 120

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 3.4% in Q2 2026, selling an estimated $1.3M and leaving 361,452 shares worth $38.4M. The position accounts for 0.19% of the portfolio, ranked #85.

Sequoia Financial Advisors first reported a position in VONV in Q2 2016 and has held it in 41 quarters since. The position peaked at $50.2M in Q2 2025. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Sequoia Financial Advisors held 361,452 shares of Vanguard Russell 1000 Value ETF worth $38.4M as of Q2 2026.
  • Sequoia Financial Advisors sold 12,733 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $1.3M.
  • Vanguard Russell 1000 Value ETF made up 0.19% of Sequoia Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q2 2016 and has held it in 41 quarters since.
  • Sequoia Financial Advisors's Vanguard Russell 1000 Value ETF position peaked at $50.2M in Q2 2025.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

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