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Sequoia Financial Advisors, LLC: VHT position timeline

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

Sequoia Financial Advisors, LLC held 14,901 VHT 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 14,901 shares
    Change vs previous 13F -1,794 shares

    0.02% of the 13F portfolio, value $4,455,543.

    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 16,695 shares
    Change vs previous 13F -415 shares

    0.03% of the 13F portfolio, value $4,546,442.

    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 17,110 shares
    Change vs previous 13F -634 shares

    0.03% of the 13F portfolio, value $4,925,249.

    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 17,744 shares
    Change vs previous 13F -1,265 shares

    0.03% of the 13F portfolio, value $4,606,223.

    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 19,009 shares
    Change vs previous 13F -1,939 shares

    0.03% of the 13F portfolio, value $4,720,723.

    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 20,948 shares
    Change vs previous 13F -925 shares

    0.04% of the 13F portfolio, value $5,545,500.

    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 21,873 shares
    Change vs previous 13F +5,030 shares

    0.05% of the 13F portfolio, value $5,549,004.

    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).

  8. period ended2024-09-30
    13F 16,843 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,752,976.

    13F-HR 0001085146-24-005038 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).