Sequoia Financial Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1599900
Akron, OH
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$7,212,491
-$309,588 QoQ
Shares Held
27,537
-5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,212,491 | 27,537 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,522,079 | 29,161 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,280,290 | 28,631 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,826,682 | 28,807 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,687,850 | 34,669 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,005,603 | 29,156 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,344,186 | 14,098 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,606,450 | 11,954 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,890,977 | 12,647 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,598,572 | 12,181 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,002,818 | 10,593 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,444,755 | 12,292 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,382,579 | 12,569 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,324,717 | 12,666 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,623,132 | 9,497 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,889,660 | 10,730 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,353,446 | 11,074 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,740,277 | 7,700 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $371,486 | 1,649 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $330,325 | 1,543 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $224,855 | 1,155 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||