Sequoia Financial Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	3,318 +2	+0.1%	+$640	0.01%	901
2026 Q1	$954K	Buy	3,316 +2	+0.1%	+$601	0.01%	922
2025 Q4	$995K	Buy	3,314 +3	+0.1%	+$894	0.01%	887
2025 Q3	$975K	Buy	3,311 +2	+0.1%	+$566	0.01%	789
2025 Q2	$903K	Buy	3,309 +831	+34%	+$210K	0.01%	728
2025 Q1	$611K	Hold	2,478	–	–	﹤0.01%	781
2024 Q4	$644K	Hold	2,478	–	–	0.01%	723
2024 Q3	$629K	Hold	2,478	–	–	0.01%	677
2024 Q2	$594K	Hold	2,478	–	–	0.01%	630
2024 Q1	$577K	Hold	2,478	–	–	0.01%	639
2023 Q4	$527K	Buy	+2,478	New	+$491K	0.01%	715

Other funds holding VTHR

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

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

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

Sequoia Financial Advisors increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.06% in Q2 2026, buying an estimated $640 and bringing the position to 3,318 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #901.

Sequoia Financial Advisors first reported a position in VTHR in Q4 2023 and has held it in 11 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Sequoia Financial Advisors held 3,318 shares of Vanguard Russell 3000 ETF worth $1.1M as of Q2 2026.
Sequoia Financial Advisors bought 2 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $640.
Vanguard Russell 3000 ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #901 holding.
Sequoia Financial Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

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