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Sequoia Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Sequoia Financial Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.7M Buy
66,567
+2,742
+4% +$1.83M 0.23% 75
2026
Q1 		$38.1M Buy
63,825
+10,498
+20% +$6.57M 0.21% 83
2025
Q4 		$33.4M Buy
53,327
+4,175
+8% +$2.59M 0.19% 93
2025
Q3 		$30.1M Buy
49,152
+6,399
+15% +$3.77M 0.18% 99
2025
Q2 		$24.3M Sell
42,753
-1,069
-2% -$562K 0.17% 106
2025
Q1 		$22.5M Buy
43,822
+5,555
+15% +$3M 0.17% 113
2024
Q4 		$20.6M Buy
38,267
+474
+1% +$257K 0.2% 108
2024
Q3 		$19.9M Buy
37,793
+2,203
+6% +$1.12M 0.21% 97
2024
Q2 		$17.8M Buy
35,590
+1,123
+3% +$540K 0.21% 98
2024
Q1 		$16.6M Buy
34,467
+11,833
+52% +$5.42M 0.21% 101
2023
Q4 		$9.89M Buy
22,634
+5,570
+33% +$2.28M 0.12% 149
2023
Q3 		$6.71M Buy
17,064
+2,308
+16% +$944K 0.12% 127
2023
Q2 		$6.01M Buy
14,756
+3,690
+33% +$1.42M 0.1% 146
2023
Q1 		$4.16M Sell
11,066
-195
-2% -$71.5K 0.09% 153
2022
Q4 		$3.96M Buy
11,261
+5,014
+80% +$1.77M 0.1% 149
2022
Q3 		$2.05M Sell
6,247
-3,325
-35% -$1.21M 0.06% 154
2022
Q2 		$3.32M Sell
9,572
-42
-0.4% -$15.8K 0.09% 143
2022
Q1 		$3.99M Buy
9,614
+947
+11% +$388K 0.1% 133
2021
Q4 		$3.78M Buy
8,667
+5,971
+221% +$2.52M 0.1% 127
2021
Q3 		$1.06M Sell
2,696
-5,465
-67% -$2.22M 0.11% 102
2021
Q2 		$3.21M Sell
8,161
-168
-2% -$64.5K 0.12% 113
2021
Q1 		$3.03M Sell
8,329
-136
-2% -$48.2K 0.13% 102
2020
Q4 		$2.91M Buy
8,465
+277
+3% +$90.3K 0.13% 97
2020
Q3 		$2.52M Buy
8,188
+2,115
+35% +$644K 0.13% 91
2020
Q2 		$1.72M Buy
6,073
+4,292
+241% +$1.16M 0.1% 105
2020
Q1 		$422K Buy
1,781
+957
+116% +$268K 0.03% 216
2019
Q4 		$244K Buy
824
+26
+3% +$7.36K 0.02% 330
2019
Q3 		$218K Buy
798
+24
+3% +$6.51K 0.02% 325
2019
Q2 		$208K Hold
774
– – 0.02% 345
2019
Q1 		$201K Buy
+774
New +$193K 0.02% 346

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4.3% in Q2 2026, buying an estimated $1.83M and bringing the position to 66,567 shares worth $45.7M. The position accounts for 0.23% of the portfolio, ranked #75.

Sequoia Financial Advisors first reported a position in VOO in Q1 2019 and has held it in 30 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sequoia Financial Advisors held 66,567 shares of Vanguard S&P 500 ETF worth $45.7M as of Q2 2026.
  • Sequoia Financial Advisors bought 2,742 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.83M.
  • Vanguard S&P 500 ETF made up 0.23% of Sequoia Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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