Sequoia Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,356 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 3.06 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,443,290
+7.7%
17,142
+10.6%
0.02%0.0%
Q1 2024$1,339,958
-7.9%
15,494
-5.9%
0.02%
-5.6%
Q4 2023$1,454,939
+26.2%
16,466
+8.5%
0.02%
-10.0%
Q3 2023$1,152,932
-9.7%
15,174
-0.2%
0.02%
-9.1%
Q2 2023$1,277,216
+91.7%
15,205
+89.5%
0.02%
+46.7%
Q1 2023$666,147
-21.1%
8,022
-21.7%
0.02%
-28.6%
Q4 2022$844,721
+9.1%
10,242
+6.0%
0.02%
-12.5%
Q3 2022$774,000
-65.4%
9,660
-60.7%
0.02%
-61.9%
Q2 2022$2,240,000
-17.8%
24,580
-2.2%
0.06%
-7.4%
Q1 2022$2,725,000
-3.7%
25,142
+3.1%
0.07%
-11.7%
Q4 2021$2,830,000
+414.5%
24,394
+351.3%
0.08%
+37.5%
Q3 2021$550,000
-41.5%
5,405
-41.5%
0.06%
+64.7%
Q2 2021$940,000
-5.2%
9,234
-14.5%
0.03%
-19.0%
Q1 2021$992,000
-24.3%
10,801
-30.0%
0.04%
-30.0%
Q4 2020$1,311,000
+38.7%
15,439
+29.0%
0.06%
+20.0%
Q3 2020$945,000
-3.1%
11,965
-3.6%
0.05%
-13.8%
Q2 2020$975,000
+333.3%
12,413
+412.1%
0.06%
+314.3%
Q4 2019$225,000
+5.1%
2,424
+5.5%
0.01%
-6.7%
Q3 2019$214,000
-8.5%
2,297
-14.5%
0.02%
-21.1%
Q1 2019$234,000
-38.4%
2,687
-43.0%
0.02%
-50.0%
Q3 2018$380,000
-3.3%
4,715
-2.2%
0.04%
-9.5%
Q2 2018$393,000
+5.9%
4,820
-1.9%
0.04%
+7.7%
Q1 2018$371,000
-11.5%
4,911
-2.8%
0.04%
-11.4%
Q4 2017$419,000
+5.8%
5,050
+6.0%
0.04%
-6.4%
Q3 2017$396,000
-3.2%
4,765
-3.2%
0.05%
-7.8%
Q2 2017$409,000
+11.7%
4,920
+11.0%
0.05%
+8.5%
Q1 2017$366,000
-10.7%
4,431
-10.8%
0.05%
-20.3%
Q4 2016$410,000
+9.0%
4,966
+14.7%
0.06%
-15.7%
Q3 2016$376,000
+2.2%
4,330
+4.5%
0.07%
-32.0%
Q2 2016$368,000
+9.2%
4,145
+3.0%
0.10%
-5.5%
Q1 2016$337,000
+49.8%
4,025
+42.8%
0.11%
+19.8%
Q4 2015$225,000
+5.6%
2,8190.0%0.09%
-2.2%
Q3 2015$213,000
-5.3%
2,819
-6.4%
0.09%
-2.1%
Q2 2015$225,000
+5.6%
3,013
+19.1%
0.10%
-3.1%
Q1 2015$213,0002,5290.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders