Sequoia Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,654,299
-49.8%
7,944
-47.0%
0.03%
-49.1%
Q2 2023$3,297,239
-20.5%
14,977
-23.8%
0.06%
-38.0%
Q1 2023$4,145,013
+0.2%
19,652
-3.2%
0.09%
-9.8%
Q4 2022$4,136,209
+64.7%
20,294
+51.8%
0.10%
+29.1%
Q3 2022$2,512,000
-14.9%
13,365
-10.8%
0.08%
-4.8%
Q2 2022$2,952,000
-23.7%
14,988
-7.9%
0.08%
-14.4%
Q1 2022$3,869,000
-7.3%
16,267
-0.7%
0.10%
-14.9%
Q4 2021$4,174,000
+1653.8%
16,382
+1530.0%
0.11%
+375.0%
Q3 2021$238,000
-93.3%
1,005
-93.3%
0.02%
-81.4%
Q2 2021$3,542,000
+81.1%
14,922
+68.8%
0.13%
+57.3%
Q1 2021$1,956,000
-5.0%
8,838
-11.2%
0.08%
-12.8%
Q4 2020$2,058,000
+19.7%
9,955
+2.0%
0.09%
+3.3%
Q3 2020$1,720,000
-18.4%
9,761
-24.1%
0.09%
-27.2%
Q2 2020$2,107,000
+131.3%
12,854
+85.8%
0.12%
+86.6%
Q1 2020$911,000
-2.0%
6,919
+32.6%
0.07%
+13.6%
Q4 2019$930,000
+27.9%
5,217
+20.3%
0.06%
+11.3%
Q3 2019$727,000
-2.5%
4,337
-2.9%
0.05%
-3.6%
Q2 2019$746,000
-2.4%
4,465
-6.1%
0.06%
-12.7%
Q1 2019$764,000
-77.1%
4,754
-80.3%
0.06%
-83.7%
Q4 2018$3,335,000
-26.0%
24,137
-12.1%
0.39%
-13.8%
Q3 2018$4,507,000
+5.0%
27,448
+0.8%
0.45%
-2.0%
Q2 2018$4,292,000
+14.5%
27,229
+12.0%
0.46%
+15.7%
Q1 2018$3,750,000
+10.1%
24,315
+10.5%
0.40%
+10.0%
Q4 2017$3,407,000
+18.2%
22,012
+12.2%
0.36%
+5.3%
Q3 2017$2,883,000
+19.6%
19,610
+15.9%
0.34%
+14.0%
Q2 2017$2,410,000
+14.4%
16,913
+11.8%
0.30%
+11.6%
Q1 2017$2,106,00015,1240.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders