Sequoia Financial Advisors, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1599900 Akron, OH

Position in VIG

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$77,738,813

+$1,149,879 QoQ

Shares Held

361,475

+3.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$77,738,813	361,475	+3.7%	Shares	Sole	2026-04-30
2025-12-31	$76,588,934	348,480	+30.6%	Shares	Sole	2026-02-03
2025-09-30	$57,577,519	266,822	+7.1%	Shares	Sole	2025-10-29
2025-06-30	$51,012,155	249,241	+29.7%	Shares	Sole	2025-07-25
2025-03-31	$37,272,074	192,134	+838.7%	Shares	Sole	2025-04-23
2024-12-31	$4,008,444	20,469	+38.3%	Shares	Sole	2025-08-08
2024-09-30	$2,932,278	14,805	+8.9%	Shares	Sole	2024-10-21
2024-06-30	$2,481,767	13,595	+1.9%	Shares	Sole	2024-07-15
2024-03-31	$2,435,104	13,335	-0.3%	Shares	Sole	2024-04-30
2023-12-31	$2,279,952	13,380	-3.1%	Shares	Sole	2024-01-26
2023-09-30	$2,144,554	13,802	-0.1%	Shares	Sole	2023-11-08
2023-06-30	$2,243,158	13,810	+2.1%	Shares	Sole	2023-08-08
2023-03-31	$2,082,985	13,525	-4.0%	Shares	Sole	2023-04-25
2022-12-31	$2,140,022	14,093	+106.0%	Shares	Sole	2023-02-10
2022-09-30	$924,494	6,840	-10.4%	Shares	Sole	2022-10-26
2022-06-30	$1,094,676	7,630	+26.4%	Shares	Sole	2022-07-22
2022-03-31	$978,635	6,035	+16.0%	Shares	Sole	2022-05-13
2021-12-31	$893,787	5,204	+2.2%	Shares	Sole	2022-02-22
2021-06-30	$788,035	5,091	+7.5%	Shares	Sole	2021-07-27
2021-03-31	$696,570	4,736	+10.1%	Shares	Sole	2021-05-14
2020-12-31	$607,313	4,302	-18.4%	Shares	Sole	2021-02-12
2020-09-30	$678,424	5,273	+27.2%	Shares	Sole	2020-10-23
2020-06-30	$485,828	4,146	+7.9%	Shares	Sole	2020-08-25
2020-03-31	$397,431	3,844	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.