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Sequoia Financial Advisors, LLC: VTV position timeline

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

Sequoia Financial Advisors, LLC held 815,425 VTV 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 815,425 shares
    Change vs previous 13F +34,148 shares

    0.89% of the 13F portfolio, value $177,705,590.

    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 781,277 shares
    Change vs previous 13F +40,143 shares

    0.86% of the 13F portfolio, value $153,286,519.

    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 741,134 shares
    Change vs previous 13F +43,742 shares

    0.79% of the 13F portfolio, value $141,549,156.

    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 697,392 shares
    Change vs previous 13F +18,055 shares

    0.79% of the 13F portfolio, value $130,056,641.

    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 679,337 shares
    Change vs previous 13F -51,253 shares

    0.82% of the 13F portfolio, value $120,065,977.

    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 730,590 shares
    Change vs previous 13F -38,256 shares

    0.97% of the 13F portfolio, value $126,202,125.

    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 768,846 shares
    Change vs previous 13F +131,205 shares

    1.25% of the 13F portfolio, value $130,165,579.

    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 637,641 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $111,312,941.

    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).