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Sequoia Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sequoia Financial Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4M Sell
53,392
-578
-1% -$193K 0.09% 145
2026
Q1 		$16.1M Sell
53,970
-908
-2% -$284K 0.09% 154
2025
Q4 		$17.3M Sell
54,878
-394
-0.7% -$123K 0.1% 145
2025
Q3 		$17M Buy
55,272
+2,547
+5% +$754K 0.1% 136
2025
Q2 		$15M Sell
52,725
-1,526
-3% -$402K 0.1% 149
2025
Q1 		$13.9M Buy
54,251
+31,475
+138% +$8.53M 0.11% 165
2024
Q4 		$6.14M Buy
22,776
+13,127
+136% +$3.56M 0.06% 234
2024
Q3 		$2.54M Buy
9,649
+3
+0% +$761 0.03% 321
2024
Q2 		$2.41M Sell
9,646
-53
-0.5% -$12.7K 0.03% 290
2024
Q1 		$2.33M Buy
9,699
+3
+0% +$686 0.03% 303
2023
Q4 		$2.12M Buy
9,696
+574
+6% +$117K 0.03% 345
2023
Q3 		$1.79M Sell
9,122
-420
-4% -$85.5K 0.03% 241
2023
Q2 		$1.93M Buy
9,542
+2,186
+30% +$419K 0.03% 245
2023
Q1 		$1.37M Buy
7,356
+75
+1% +$13.7K 0.03% 266
2022
Q4 		$1.27M Sell
7,281
-123
-2% -$21.6K 0.03% 256
2022
Q3 		$1.21M Sell
7,404
-49
-0.7% -$8.91K 0.04% 198
2022
Q2 		$1.28M Buy
7,453
+4
+0.1% +$751 0.04% 208
2022
Q1 		$1.55M Buy
7,449
+56
+0.8% +$11.5K 0.04% 210
2021
Q4 		$1.63M Buy
+7,393
New +$1.59M 0.04% 197
2021
Q3 		– Sell
-6,120
Closed -$1.23M – 457
2021
Q2 		$1.23M Sell
6,120
-14
-0.2% -$2.73K 0.04% 183
2021
Q1 		$1.14M Buy
6,134
+14
+0.2% +$2.54K 0.05% 179
2020
Q4 		$1.08M Hold
6,120
– – 0.05% 181
2020
Q3 		$957K Sell
6,120
-67
-1% -$10.3K 0.05% 169
2020
Q2 		$885K Buy
6,187
+67
+1% +$9.06K 0.05% 163
2020
Q1 		$725K Hold
6,120
– – 0.05% 153
2019
Q4 		$905K Buy
6,120
+752
+14% +$106K 0.06% 149
2019
Q3 		$732K Buy
+5,368
New +$729K 0.05% 155

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.1% in Q2 2026, selling an estimated $193K and leaving 53,392 shares worth $18.4M. The position accounts for 0.09% of the portfolio, ranked #145.

Sequoia Financial Advisors first reported a position in VV in Q3 2019 and has held it in 27 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Sequoia Financial Advisors held 53,392 shares of Vanguard Morningstar Large-Cap ETF worth $18.4M as of Q2 2026.
  • Sequoia Financial Advisors sold 578 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $193K.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of Sequoia Financial Advisors's portfolio in Q2 2026, its #145 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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