Sequoia Financial Advisors, LLC Vanguard Value ETF Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 697,392 shares of VTV stock, worth $131 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

697,392

Holding current value

$131 Million

% of portfolio

0.89%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$175.51 - $186.57 $122 Million - $130 Million	697,392 New	697,392 $130 Million
Q2 2025 Jul 25, 2025	SELL	$153.67 - $176.74 $7.88 Million - $9.06 Million	-51,253 Reduced 7.02%	679,337 $120 Million
Q1 2025 Apr 23, 2025	SELL	$167.73 - $179.21 $6.42 Million - $6.86 Million	-38,256 Reduced 4.98%	730,590 $126 Million
Q4 2024 Aug 08, 2025	BUY	$168.32 - $181.87 $15.1 Million - $16.3 Million	89,509 Added 13.18%	768,846 $130 Million
Q4 2024 Feb 07, 2025	BUY	$168.32 - $181.87 $22.1 Million - $23.9 Million	131,205 Added 20.58%	768,846 $130 Million
Q3 2024 Oct 21, 2024	SELL	$159.75 - $174.57 $1.24 Million - $1.35 Million	-7,758 Reduced 1.2%	637,641 $111 Million
Q2 2024 Jul 15, 2024	BUY	$154.57 - $163.65 $2.69 Million - $2.85 Million	17,392 Added 2.77%	645,399 $104 Million
Q1 2024 Apr 30, 2024	SELL	$147.46 - $162.86 $23.7 Million - $26.2 Million	-160,680 Reduced 20.37%	628,007 $102 Million
Q4 2023 Jan 25, 2024	BUY	$131.82 - $149.95 $9.11 Million - $10.4 Million	69,133 Added 9.61%	788,687 $118 Million
Q3 2023 Nov 08, 2023	SELL	$137.93 - $147.18 $1.23 Million - $1.31 Million	-8,925 Reduced 1.23%	719,554 $99.2 Million
Q2 2023 Aug 08, 2023	BUY	$134.74 - $142.42 $43.4 Million - $45.9 Million	321,976 Added 79.21%	728,479 $104 Million
Q1 2023 Apr 24, 2023	SELL	$132.13 - $144.96 $1.03 Million - $1.13 Million	-7,793 Reduced 1.88%	406,503 $56.1 Million
Q4 2022 Feb 10, 2023	SELL	$124.69 - $146.24 $40,150 - $47,089	-322 Reduced 0.08%	414,296 $58.2 Million
Q4 2022 Jan 17, 2023	BUY	$124.69 - $146.24 $8.97 Million - $10.5 Million	71,967 Added 21.0%	414,618 $0
Q3 2022 Oct 26, 2022	SELL	$123.48 - $143.43 $4.1 Million - $4.76 Million	-33,203 Reduced 8.83%	342,651 $42.3 Million
Q2 2022 Jul 22, 2022	SELL	$128.01 - $150.8 $3.88 Million - $4.57 Million	-30,287 Reduced 7.46%	375,854 $49.6 Million
Q1 2022 May 13, 2022	BUY	$140.46 - $150.33 $55.4 Million - $59.2 Million	394,099 Added 3272.7%	406,141 $60 Million
Q4 2021 Feb 11, 2022	BUY	$136.43 - $147.24 $1.64 Million - $1.77 Million	12,042 New	12,042 $1.77 Million
Q3 2021 Oct 26, 2021	SELL	$134.5 - $142.48 $1.24 Million - $1.32 Million	-9,235 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$132.12 - $141.17 $624,927 - $667,734	4,730 Added 104.99%	9,235 $1.27 Million
Q1 2021 May 14, 2021	BUY	$117.44 - $132.31 $102,407 - $115,374	872 Added 24.0%	4,505 $592,000
Q4 2020 Feb 12, 2021	SELL	$101.75 - $119.15 $20,553 - $24,068	-202 Reduced 5.27%	3,633 $432,000
Q3 2020 Oct 23, 2020	BUY	$98.37 - $109.49 $76,236 - $84,854	775 Added 25.33%	3,835 $401,000
Q2 2020 Aug 25, 2020	BUY	$85.23 - $110.16 $260,803 - $337,089	3,060 New	3,060 $305,000
Q2 2020 Aug 11, 2020	SELL	$85.23 - $110.16 $382,171 - $493,957	-4,484 Closed	0 $305,000
Q1 2020 May 11, 2020	SELL	$76.76 - $121.42 $5,680 - $8,985	-74 Reduced 1.62%	4,484 $399,000
Q4 2019 Feb 13, 2020	BUY	$107.9 - $120.77 $183,969 - $205,912	1,705 Added 59.76%	4,558 $546,000
Q3 2019 Oct 22, 2019	BUY	$111.23 - $113.16 $20,021 - $20,368	180 Added 6.73%	2,853 $318,000
Q2 2019 Jul 31, 2019	BUY	N/A	3 Added 0.11%	2,673 $296,000
Q1 2019 May 13, 2019	SELL	N/A	-1,156 Reduced 30.21%	2,670 $287,000
Q4 2018 Feb 14, 2019	BUY	N/A	805 Added 26.65%	3,826 $375,000
Q3 2018 Nov 14, 2018	BUY	N/A	3,021 New	3,021 $334,000

Others Institutions Holding VTV

# of Institutions

2,695

Shares Held

564M

Call Options Held

211K

Put Options Held

60.3K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Vanguard Value ETF Transaction History