Back to Sequoia Financial Advisors, LLC Sequoia Financial Advisors, LLC

MGVMGV
Showing 8 of 21 quarters

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

Sequoia Financial Advisors, LLC holds 531,727 shares of MGV (VANGUARD WORLD FD), worth $86.9M as of 2026-Q2. The position was decreased (-2.8% shares). MGV represents 0.4% of Sequoia Financial Advisors, LLC's 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%$150.99
0
2025-Q4
Decreased
565,790
-3.4%
$79.9M0.4%$142.11
0
2025-Q3
Decreased
585,621
-4.8%
$80.7M0.5%$136.36
0
2025-Q2
Decreased
615,210
-0.1%
$80.7M0.6%$129.15
0
2025-Q1
Decreased
616,026
-0.8%
$79.4M0.6%$125.26
0
2024-Q4
Decreased
620,923
-3.9%
$77.6M0.7%$121.89
0
2024-Q3
Increased
646,158
+1.6%
$82.9M0.9%$124.40
43

Other major holders of MGV: ASSETMARK, INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used