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Sequoia Financial Advisors, LLC: VUG position timeline

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

Sequoia Financial Advisors, LLC held 2,187,134 VUG 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 2,187,134 shares
    Change vs previous 13F +1,841,664 shares

    0.94% of the 13F portfolio, value $188,399,742.

    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 345,470 shares
    Change vs previous 13F +36,209 shares

    0.85% of the 13F portfolio, value $150,898,034.

    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 309,261 shares
    Change vs previous 13F +41,472 shares

    0.84% of the 13F portfolio, value $150,876,520.

    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 267,789 shares
    Change vs previous 13F +100,566 shares

    0.78% of the 13F portfolio, value $128,434,312.

    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 167,223 shares
    Change vs previous 13F -2,870 shares

    0.5% of the 13F portfolio, value $73,310,875.

    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 170,093 shares
    Change vs previous 13F -5,539 shares

    0.49% of the 13F portfolio, value $63,074,192.

    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 175,632 shares
    Change vs previous 13F +14,194 shares

    0.69% of the 13F portfolio, value $72,086,558.

    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 161,438 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $61,981,181.

    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).