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MGVMGV
Showing 8 of 21 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in VANGUARD WORLD FD

Yes. Sequoia Financial Advisors holds 531,727 shares of MGV, worth $86.9M, as of its Q2 2026 13F filing. It reduced the position by 15,016 shares (-2.8%) from Q1 2026. Sequoia Financial Advisors has held MGV since Q2 2021, across 21 quarterly 13F filings. MGV is 0.4% of Sequoia Financial Advisors' reported 13F portfolio.

Current Value

$86.9M

Current Shares

531,727

Total Value Change

+$4M

Total Shares Change

-114,431

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
531,727
-2.8%
$86.9M0.4%$163.45
0
2026-Q1
Decreased
546,743
-3.4%
$79.3M0.4%$144.31
0
2025-Q4
Decreased
565,790
-3.4%
$79.9M0.4%$139.76
0
2025-Q3
Decreased
585,621
-4.8%
$80.7M0.5%$135.59
0
2025-Q2
Decreased
615,210
-0.1%
$80.7M0.6%$128.49
0
2025-Q1
Decreased
616,026
-0.8%
$79.4M0.6%$125.53
0
2024-Q4
Decreased
620,923
-3.9%
$77.6M0.7%$121.06
0
2024-Q3
Increased
646,158
+1.6%
$82.9M0.9%$123.60
43

Other major holders of MGV: ASSETMARK, INC

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