Sequoia Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,723 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 3.20 and the average weighting 2.3%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,705,025
+11.5%
17,064
+15.6%
0.12%
+14.6%
Q2 2023$6,013,976
+44.5%
14,756
+33.3%
0.10%
+12.0%
Q1 2023$4,161,479
+5.2%
11,066
-1.7%
0.09%
-5.2%
Q4 2022$3,956,581
+92.9%
11,261
+80.3%
0.10%
+49.2%
Q3 2022$2,051,000
-38.2%
6,247
-34.7%
0.06%
-30.9%
Q2 2022$3,320,000
-16.8%
9,572
-0.4%
0.09%
-6.0%
Q1 2022$3,992,000
+5.5%
9,614
+10.9%
0.10%
-2.9%
Q4 2021$3,784,000
+256.0%
8,667
+221.5%
0.10%
-4.6%
Q3 2021$1,063,000
-66.9%
2,696
-67.0%
0.11%
-7.7%
Q2 2021$3,211,000
+5.8%
8,161
-2.0%
0.12%
-7.9%
Q1 2021$3,034,000
+4.3%
8,329
-1.6%
0.13%
-4.5%
Q4 2020$2,909,000
+15.5%
8,465
+3.4%
0.13%0.0%
Q3 2020$2,519,000
+46.4%
8,188
+34.8%
0.13%
+30.4%
Q2 2020$1,721,000
+307.8%
6,073
+241.0%
0.10%
+229.0%
Q1 2020$422,000
+73.0%
1,781
+116.1%
0.03%
+106.7%
Q4 2019$244,000
+11.9%
824
+3.3%
0.02%
-6.2%
Q3 2019$218,000
+4.8%
798
+3.1%
0.02%
+6.7%
Q2 2019$208,000
+3.5%
7740.0%0.02%
-11.8%
Q1 2019$201,0007740.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders