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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$424K	Buy	1,933 +293	+18%	+$63.2K	﹤0.01%	1445
2026 Q1	$334K	Hold	1,640	–	–	﹤0.01%	1505
2025 Q4	$336K	Sell	1,640 -51	-3%	-$10.3K	﹤0.01%	1496
2025 Q3	$337K	Buy	1,691 +400	+31%	+$77.6K	﹤0.01%	1335
2025 Q2	$244K	Buy	+1,291	New	+$233K	﹤0.01%	1377

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Vanguard S&P 500 Value ETF (VOOV) stake by 18% in Q2 2026, buying an estimated $63.2K and bringing the position to 1,933 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Sequoia Financial Advisors first reported a position in VOOV in Q2 2025 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Sequoia Financial Advisors held 1,933 shares of Vanguard S&P 500 Value ETF worth $424K as of Q2 2026.
Sequoia Financial Advisors bought 293 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $63.2K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1445 holding.
Sequoia Financial Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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