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Sequoia Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sequoia Financial Advisors’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.44M Buy
7,967
+1,801
+29% +$520K 0.01% 550
2026
Q1 		$1.59M Sell
6,166
-8
-0.1% -$2.19K 0.01% 693
2025
Q4 		$1.72M Buy
6,174
+1,592
+35% +$456K 0.01% 634
2025
Q3 		$1.35M Buy
4,582
+1,201
+36% +$346K 0.01% 662
2025
Q2 		$962K Buy
3,381
+92
+3% +$23.7K 0.01% 701
2025
Q1 		$805K Sell
3,289
-284
-8% -$73.8K 0.01% 697
2024
Q4 		$907K Buy
3,573
+733
+26% +$189K 0.01% 603
2024
Q3 		$691K Sell
2,840
-3
-0.1% -$699 0.01% 649
2024
Q2 		$653K Buy
2,843
+1,951
+219% +$447K 0.01% 607
2024
Q1 		$210K Buy
+892
New +$200K ﹤0.01% 1039
2023
Q2 		– Sell
-1,824
Closed -$356K – 1003
2023
Q1 		$356K Sell
1,824
-64
-3% -$12.3K 0.01% 568
2022
Q4 		$339K Buy
1,888
+391
+26% +$70.8K 0.01% 545
2022
Q3 		$255K Sell
1,497
-40
-3% -$7.57K 0.01% 436
2022
Q2 		$269K Sell
1,537
-294
-16% -$56.9K 0.01% 472
2022
Q1 		$408K Buy
1,831
+8
+0.4% +$1.77K 0.01% 406
2021
Q4 		$464K Buy
+1,823
New +$460K 0.01% 338
2021
Q3 		– Sell
-1,279
Closed -$302K – 453
2021
Q2 		$302K Buy
1,279
+1
+0.1% +$224 0.01% 377
2021
Q1 		$274K Hold
1,278
– – 0.01% 359
2020
Q4 		$271K Sell
1,278
-34
-3% -$6.7K 0.01% 337
2020
Q3 		$236K Buy
+1,312
New +$231K 0.01% 343
2020
Q1 		– Sell
-1,483
Closed -$235K – 414
2019
Q4 		$235K Sell
1,483
-933
-39% -$142K 0.01% 339
2019
Q3 		$358K Buy
+2,416
New +$362K 0.03% 251

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 29% in Q2 2026, buying an estimated $520K and bringing the position to 7,967 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #550.

Sequoia Financial Advisors first reported a position in VOT in Q3 2019 and has held it in 22 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Sequoia Financial Advisors held 7,967 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.44M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,801 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $520K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #550 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2019 and has held it in 22 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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