Back to Sequoia Financial Advisors, LLC

VIG
Showing 8 of 18 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in VANGUARD SPECIALIZED FUNDS

Sequoia Financial Advisors, LLC holds 361,475 shares of VIG (VANGUARD SPECIALIZED FUNDS), worth $77.7M as of 2026-Q1. The position was increased (+3.7% shares). VIG represents 0.4% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$77.7M

Current Shares

361,475

Total Value Change

+$75.3M

Total Shares Change

+347,880

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
361,475
+3.7%
$77.7M0.4%$225.18
37
2025-Q4
Increased
348,480
+30.6%
$76.6M0.4%$221.47
45
2025-Q3
Increased
266,822
+7.0%
$57.6M0.3%$213.73
38
2025-Q2
Increased
249,241
+29.7%
$51M0.3%$201.40
44
2025-Q1
Increased
192,134
+838.7%
$37.3M0.3%$189.59
56
2024-Q4
Increased
20,469
+38.3%
$4M0.0%$192.48
35
2024-Q3
Increased
14,805
+8.9%
$2.9M0.0%$193.07
29
2024-Q2
Increased
13,595
+1.9%
$2.5M0.0%$177.90
27

Other major holders of VIG: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used