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Sequoia Financial Advisors, LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on VGSH, newest first. How the timeline and the estimate are built.

Sequoia Financial Advisors, LLC held 266,146 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,146 shares
    Change vs previous 13F -32,357 shares

    0.08% of the 13F portfolio, value $15,489,707.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 298,503 shares
    Change vs previous 13F -2,716 shares

    0.1% of the 13F portfolio, value $17,474,346.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 301,219 shares
    Change vs previous 13F -8,181 shares

    0.1% of the 13F portfolio, value $17,690,585.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 309,400 shares
    Change vs previous 13F +4,691 shares

    0.11% of the 13F portfolio, value $18,208,194.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 304,709 shares
    Change vs previous 13F -8,139 shares

    0.12% of the 13F portfolio, value $17,910,817.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 312,848 shares
    Change vs previous 13F +291,067 shares

    0.14% of the 13F portfolio, value $18,361,040.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 21,781 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,267,219.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).