Sequoia Financial Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$178M	Buy	815,425 +34,148	+4%	+$7.13M	0.89%	27
2026 Q1	$153M	Buy	781,277 +40,143	+5%	+$8.04M	0.86%	24
2025 Q4	$142M	Buy	741,134 +43,742	+6%	+$8.23M	0.79%	28
2025 Q3	$130M	Buy	697,392 +18,055	+3%	+$3.27M	0.79%	25
2025 Q2	$120M	Sell	679,337 -51,253	-7%	-$8.66M	0.82%	23
2025 Q1	$126M	Sell	730,590 -38,256	-5%	-$6.67M	0.97%	16
2024 Q4	$130M	Buy	768,846 +131,205	+21%	+$23M	1.25%	11
2024 Q3	$111M	Sell	637,641 -7,758	-1%	-$1.3M	1.19%	12
2024 Q2	$104M	Buy	645,399 +17,392	+3%	+$2.78M	1.25%	13
2024 Q1	$102M	Sell	628,007 -160,680	-20%	-$24.8M	1.27%	15
2023 Q4	$118M	Buy	788,687 +69,133	+10%	+$9.73M	1.46%	9
2023 Q3	$99.2M	Sell	719,554 -8,925	-1%	-$1.28M	1.74%	11
2023 Q2	$104M	Buy	728,479 +321,976	+79%	+$44.7M	1.78%	10
2023 Q1	$56.1M	Sell	406,503 -7,793	-2%	-$1.09M	1.25%	16
2022 Q4	$58.2M	Buy	414,296 +71,645	+21%	+$9.87M	1.43%	15
2022 Q3	$42.3M	Sell	342,651 -33,203	-9%	-$4.49M	1.33%	17
2022 Q2	$49.6M	Sell	375,854 -30,287	-7%	-$4.27M	1.4%	14
2022 Q1	$60M	Buy	406,141 +394,099	+3,273%	+$57.5M	1.5%	16
2021 Q4	$1.77M	Buy	+12,042	New	+$1.72M	0.05%	188
2021 Q3	–	Sell	-9,235	Closed	-$1.27M	–	455
2021 Q2	$1.27M	Buy	9,235 +4,730	+105%	+$650K	0.05%	181
2021 Q1	$592K	Buy	4,505 +872	+24%	+$109K	0.02%	237
2020 Q4	$432K	Sell	3,633 -202	-5%	-$22.7K	0.02%	271
2020 Q3	$401K	Buy	3,835 +775	+25%	+$81.2K	0.02%	255
2020 Q2	$305K	Sell	3,060 -1,424	-32%	-$140K	0.02%	284
2020 Q1	$399K	Sell	4,484 -74	-2%	-$8.12K	0.03%	220
2019 Q4	$546K	Buy	4,558 +1,705	+60%	+$197K	0.03%	208
2019 Q3	$318K	Buy	2,853 +180	+7%	+$19.9K	0.02%	268
2019 Q2	$296K	Buy	2,673 +3	+0.1%	+$328	0.02%	282
2019 Q1	$287K	Sell	2,670 -1,156	-30%	-$122K	0.02%	273
2018 Q4	$375K	Buy	3,826 +805	+27%	+$84.7K	0.04%	169
2018 Q3	$334K	Buy	+3,021	New	+$330K	0.03%	213
2015 Q2	–	Sell	-4,025	Closed	-$337K	–	203
2015 Q1	$337K	Buy	4,025 +949	+31%	+$79.7K	0.15%	116
2014 Q4	$260K	Sell	3,076 -200	-6%	-$16.5K	0.18%	123
2014 Q3	$266K	Hold	3,276	–	–	0.18%	122
2014 Q2	$265K	Hold	3,276	–	–	0.2%	117
2014 Q1	$256K	Sell	3,276 -154	-4%	-$11.7K	0.21%	119
2013 Q4	$262K	Buy	+3,430	New	+$253K	0.22%	107

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 4.4% in Q2 2026, buying an estimated $7.13M and bringing the position to 815,425 shares worth $178M. The position accounts for 0.89% of the portfolio, ranked #27.

Sequoia Financial Advisors first reported a position in VTV in Q4 2013 and has held it in 37 quarters since. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Sequoia Financial Advisors held 815,425 shares of Vanguard Morningstar Value ETF worth $178M as of Q2 2026.
Sequoia Financial Advisors bought 34,148 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $7.13M.
Vanguard Morningstar Value ETF made up 0.89% of Sequoia Financial Advisors's portfolio in Q2 2026, its #27 holding.
Sequoia Financial Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2013 and has held it in 37 quarters since.
2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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