Sequoia Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,237 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.64 and the average weighting 2.4%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$526,712,891
-3.1%
2,479,699
+0.4%
9.23%
-1.0%
Q2 2023$543,804,250
+18.1%
2,468,696
+9.4%
9.33%
-8.8%
Q1 2023$460,359,284
+9.4%
2,255,557
+2.5%
10.23%
-1.1%
Q4 2022$420,854,648
+15.3%
2,201,238
+8.2%
10.34%
-10.1%
Q3 2022$365,129,000
-5.3%
2,034,425
-0.5%
11.51%
+5.5%
Q2 2022$385,633,000
-16.7%
2,044,316
+0.5%
10.91%
-5.7%
Q1 2022$462,928,000
+4.7%
2,033,328
+11.0%
11.57%
-3.9%
Q4 2021$442,084,000
+200.5%
1,831,032
+176.4%
12.05%
-19.4%
Q3 2021$147,093,000
-62.1%
662,404
-62.0%
14.95%
+5.6%
Q2 2021$388,031,000
+3.3%
1,741,453
-4.2%
14.16%
-10.0%
Q1 2021$375,757,000
+12.8%
1,817,972
+6.2%
15.73%
+3.3%
Q4 2020$333,117,000
+18.6%
1,711,454
+3.7%
15.23%
+2.8%
Q3 2020$280,950,000
+12.4%
1,649,636
+3.3%
14.82%
+0.3%
Q2 2020$249,893,000
+31.5%
1,596,454
+8.3%
14.78%
+5.3%
Q1 2020$190,026,000
-7.6%
1,474,095
+17.3%
14.03%
+7.4%
Q4 2019$205,656,000
+16.0%
1,256,910
+7.0%
13.06%
+1.7%
Q3 2019$177,334,000
+19.3%
1,174,399
+18.6%
12.84%
+16.2%
Q2 2019$148,613,000
+13.3%
990,161
+9.3%
11.05%
+2.6%
Q1 2019$131,134,000
+56.1%
906,184
+37.7%
10.77%
+10.8%
Q4 2018$84,010,000
-2.3%
658,234
+14.6%
9.72%
+13.7%
Q3 2018$85,991,000
-1.9%
574,615
-7.9%
8.54%
-8.5%
Q2 2018$87,631,000
+4.8%
624,022
+1.3%
9.33%
+6.1%
Q1 2018$83,618,000
+5.4%
616,107
+6.6%
8.80%
+5.2%
Q4 2017$79,349,000
+0.9%
578,137
-4.8%
8.36%
-10.3%
Q3 2017$78,668,000
+9.7%
607,385
+5.4%
9.32%
+4.8%
Q2 2017$71,721,000
+6.1%
576,304
+3.4%
8.89%
+3.3%
Q1 2017$67,627,000
+21.1%
557,425
+15.1%
8.60%
+7.7%
Q4 2016$55,856,000
+18.6%
484,358
+14.5%
7.99%
-9.0%
Q3 2016$47,086,000
+23325.9%
422,938
+20673.0%
8.78%
+9987.4%
Q3 2015$201,000
-9.9%
2,036
-2.0%
0.09%
-14.7%
Q1 2015$223,0002,0780.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders