Sequoia Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$43,376,811
-4.2%
159,292
-0.5%
0.76%
-2.2%
Q2 2023$45,297,966
+3020.5%
160,086
+2650.6%
0.78%
+2328.1%
Q1 2023$1,451,637
+8.2%
5,820
-7.6%
0.03%
-3.0%
Q4 2022$1,341,880
+47.3%
6,297
+47.9%
0.03%
+13.8%
Q3 2022$911,000
-4.6%
4,258
-0.6%
0.03%
+7.4%
Q2 2022$955,000
-22.9%
4,285
-0.5%
0.03%
-12.9%
Q1 2022$1,238,000
+2.9%
4,305
+14.8%
0.03%
-6.1%
Q4 2021$1,203,000
+6.9%
3,750
-4.4%
0.03%
-19.5%
Q2 2021$1,125,000
+54.7%
3,923
+38.6%
0.04%
+36.7%
Q1 2021$727,000
+9.3%
2,830
+7.9%
0.03%0.0%
Q4 2020$665,000
+11.4%
2,624
+0.1%
0.03%
-3.2%
Q3 2020$597,000
+14.6%
2,621
+1.7%
0.03%0.0%
Q2 2020$521,000
+1.4%
2,577
-21.4%
0.03%
-18.4%
Q1 2020$514,000
-12.6%
3,278
+1.6%
0.04%
+2.7%
Q4 2019$588,000
+29.8%
3,227
+18.5%
0.04%
+12.1%
Q3 2019$453,000
+5.1%
2,723
+3.1%
0.03%
+3.1%
Q2 2019$431,000
+18.7%
2,640
+13.9%
0.03%
+6.7%
Q1 2019$363,000
+13.1%
2,318
-3.0%
0.03%
-18.9%
Q4 2018$321,000
+24.4%
2,390
+49.1%
0.04%
+42.3%
Q3 2018$258,0001,6030.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders