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Vanguard Value ETF shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in Vanguard Value ETF

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All positions including Vanguard Value ETF held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $130M 697k 186.49
2025-06-30 $120M 679k 176.74
2025-03-31 $126M 731k 172.74
2024-12-31 $130M 769k 169.30
2024-09-30 $111M 638k 174.57
2024-06-30 $104M 645k 160.90
2024-03-31 $102M 628k 162.86
2023-12-31 $118M 789k 149.50
2023-09-30 $99M 720k 137.93
2023-06-30 $104M 729k 142.10
2023-03-31 $56M 407k 138.11
2022-12-31 $58M 415k 140.37
2022-09-30 $42M 343k 123.54
2022-06-30 $50M 376k 131.99
2022-03-31 $60M 406k 147.78
2021-12-31 $1.8M 12k 147.07
2021-06-30 $1.3M 9.2k 137.41
2021-03-31 $592k 4.5k 131.41
2020-12-31 $432k 3.6k 118.91
2020-09-30 $401k 3.8k 104.56
2020-06-30 $0 0 0.00
2020-03-31 $399k 4.5k 88.98
2019-12-31 $546k 4.6k 119.79
2019-09-30 $318k 2.9k 111.46
2019-06-30 $296k 2.7k 110.74
2019-03-31 $287k 2.7k 107.49
2018-12-31 $375k 3.8k 98.01
2018-09-30 $334k 3.0k 110.56
2015-12-31 $260k 3.1k 84.53
2015-03-31 $337k 4.0k 83.73
2014-12-31 $260k 3.1k 84.53
2014-09-30 $266k 3.3k 81.20
2014-06-30 $265k 3.3k 80.89
2014-03-31 $256k 3.3k 78.14
2013-12-31 $262k 3.4k 76.38

More positions owned by Sequoia Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Ccm Global Equit (CCMG)
Ishares Tr Core Msci Total (IXUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Etf Ser Solutions Distillate Us (DSTL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Broadcom (AVGO)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Sequoia Financial Advisors

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Mill Creek Capital Advisors
Betterment

View all funds holding Vanguard Value ETF