Sequoia Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $188M | Buy |
2,187,134
+114,314
| +6% | +$9.62M | 0.94% | 23 |
|
|
2026
Q1 | $151M | Buy |
2,072,820
+217,254
| +12% | +$16.9M | 0.84% | 27 |
|
|
2025
Q4 | $151M | Buy |
1,855,566
+248,832
| +15% | +$20.2M | 0.84% | 26 |
|
|
2025
Q3 | $128M | Buy |
1,606,734
+603,396
| +60% | +$46.1M | 0.78% | 26 |
|
|
2025
Q2 | $73.3M | Sell |
1,003,338
-17,220
| -2% | -$1.13M | 0.5% | 46 |
|
|
2025
Q1 | $63.1M | Sell |
1,020,558
-33,234
| -3% | -$2.24M | 0.49% | 46 |
|
|
2024
Q4 | $72.1M | Buy |
1,053,792
+85,164
| +9% | +$5.72M | 0.69% | 29 |
|
|
2024
Q3 | $62M | Buy |
968,628
+39,384
| +4% | +$2.44M | 0.66% | 27 |
|
|
2024
Q2 | $58M | Buy |
929,244
+45,936
| +5% | +$2.68M | 0.7% | 27 |
|
|
2024
Q1 | $50.7M | Sell |
883,308
-416,850
| -32% | -$22.9M | 0.63% | 31 |
|
|
2023
Q4 | $67.4M | Buy |
1,300,158
+344,406
| +36% | +$16.6M | 0.84% | 25 |
|
|
2023
Q3 | $43.4M | Sell |
955,752
-4,764
| -0.5% | -$225K | 0.76% | 30 |
|
|
2023
Q2 | $45.3M | Buy |
960,516
+925,596
| +2,651% | +$40.1M | 0.78% | 29 |
|
|
2023
Q1 | $1.45M | Sell |
34,920
-2,862
| -8% | -$111K | 0.03% | 258 |
|
|
2022
Q4 | $1.34M | Buy |
37,782
+12,234
| +48% | +$450K | 0.03% | 249 |
|
|
2022
Q3 | $911K | Sell |
25,548
-162
| -0.6% | -$6.51K | 0.03% | 224 |
|
|
2022
Q2 | $955K | Sell |
25,710
-120
| -0.5% | -$4.93K | 0.03% | 239 |
|
|
2022
Q1 | $1.24M | Buy |
25,830
+3,330
| +15% | +$158K | 0.03% | 230 |
|
|
2021
Q4 | $1.2M | Buy |
+22,500
| New | +$1.17M | 0.03% | 223 |
|
|
2021
Q3 | – | Sell |
-23,538
| Closed | -$1.13M | – | 456 |
|
|
2021
Q2 | $1.13M | Buy |
23,538
+6,558
| +39% | +$298K | 0.04% | 191 |
|
|
2021
Q1 | $727K | Buy |
16,980
+1,236
| +8% | +$52.9K | 0.03% | 213 |
|
|
2020
Q4 | $665K | Buy |
15,744
+18
| +0.1% | +$718 | 0.03% | 216 |
|
|
2020
Q3 | $597K | Buy |
15,726
+264
| +2% | +$9.75K | 0.03% | 205 |
|
|
2020
Q2 | $521K | Sell |
15,462
-4,206
| -21% | -$129K | 0.03% | 210 |
|
|
2020
Q1 | $514K | Buy |
19,668
+306
| +2% | +$9.16K | 0.04% | 198 |
|
|
2019
Q4 | $588K | Buy |
19,362
+3,024
| +19% | +$87.3K | 0.04% | 200 |
|
|
2019
Q3 | $453K | Buy |
16,338
+498
| +3% | +$13.8K | 0.03% | 208 |
|
|
2019
Q2 | $431K | Buy |
15,840
+1,932
| +14% | +$51.6K | 0.03% | 219 |
|
|
2019
Q1 | $363K | Sell |
13,908
-432
| -3% | -$10.7K | 0.03% | 242 |
|
|
2018
Q4 | $321K | Buy |
14,340
+4,722
| +49% | +$114K | 0.04% | 198 |
|
|
2018
Q3 | $258K | Buy |
+9,618
| New | +$252K | 0.03% | 256 |
|
Other funds holding VUG
EWA
Sequoia Financial Advisors's VUG Position: Q2 2026 in Review
Sequoia Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.5% in Q2 2026, buying an estimated $9.62M and bringing the position to 2,187,134 shares worth $188M. The position accounts for 0.94% of the portfolio, ranked #23.
Sequoia Financial Advisors first reported a position in VUG in Q3 2018 and has held it in 31 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Sequoia Financial Advisors held 2,187,134 shares of Vanguard Morningstar Growth ETF worth $188M as of Q2 2026.
- Sequoia Financial Advisors bought 114,314 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.62M.
- Vanguard Morningstar Growth ETF made up 0.94% of Sequoia Financial Advisors's portfolio in Q2 2026, its #23 holding.
- Sequoia Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2018 and has held it in 31 quarters since.
- 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.