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Sequoia Financial Advisors, LLC: VTI position timeline

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

Sequoia Financial Advisors, LLC held 3,831,169 VTI 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 3,831,169 shares
    Change vs previous 13F +43,426 shares

    7.08% of the 13F portfolio, value $1,417,685,879.

    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 3,787,743 shares
    Change vs previous 13F +72,261 shares

    6.81% of the 13F portfolio, value $1,215,145,944.

    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 3,715,482 shares
    Change vs previous 13F +68,138 shares

    6.97% of the 13F portfolio, value $1,245,690,032.

    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 3,647,344 shares
    Change vs previous 13F +92,108 shares

    7.3% of the 13F portfolio, value $1,196,948,745.

    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 3,555,236 shares
    Change vs previous 13F +96,600 shares

    7.41% of the 13F portfolio, value $1,080,542,649.

    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 3,458,636 shares
    Change vs previous 13F +249,717 shares

    7.34% of the 13F portfolio, value $950,571,595.

    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 3,208,919 shares
    Change vs previous 13F +226,887 shares

    8.96% of the 13F portfolio, value $929,976,753.

    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 2,982,032 shares
    Change vs previous 13F not available

    9.06% of the 13F portfolio, value $844,394,846.

    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).