Sequoia Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Sell	2,055 -29	-1%	-$3.29K	﹤0.01%	1814
2026 Q1	$209K	Buy	+2,084	New	+$217K	﹤0.01%	1772
2025 Q4	–	Sell	-2,215	Closed	-$217K	–	1995
2025 Q3	$217K	Buy	+2,215	New	+$206K	﹤0.01%	1592
2022 Q2	–	Sell	-4,118	Closed	-$341K	–	687
2022 Q1	$341K	Buy	+4,118	New	+$339K	0.01%	458

Other funds holding VTWO

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

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

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.4% in Q2 2026, selling an estimated $3.29K and leaving 2,055 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Sequoia Financial Advisors first reported a position in VTWO in Q1 2022 and has held it in 4 quarters since. The position peaked at $341K in Q1 2022. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Sequoia Financial Advisors held 2,055 shares of Vanguard Russell 2000 ETF worth $249K as of Q2 2026.
Sequoia Financial Advisors sold 29 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $3.29K.
Vanguard Russell 2000 ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1814 holding.
Sequoia Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 4 quarters since.
Sequoia Financial Advisors's Vanguard Russell 2000 ETF position peaked at $341K in Q1 2022.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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