Position history for Sequoia Financial Advisors, LLC's holdings in VANGUARD INDEX FDS
Sequoia Financial Advisors, LLC holds 3.7M shares of VTI (VANGUARD INDEX FDS), worth $1.2B as of 2025-Q4. The position was increased (++1.9% shares). VTI represents 6.9% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$1.2B
Current Shares
3.7M
Total Value Change
+$461.5M
Total Shares Change
+784,227
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 3.7M |
+1.9% |
| $1.2B |
| 6.9% |
| $337.85 |
63 |
| 2025-Q3 | Increased | 3.6M | +2.6% | $1.2B | 7.3% | $326.17 | 64 |
| 2025-Q2 | Increased | 3.6M | +2.8% | $1.1B | 7.4% | $300.71 | 64 |
| 2025-Q1 | Increased | 3.5M | +7.8% | $950.6M | 7.3% | $271.08 | 67 |
| 2024-Q4 | Increased | 3.2M | +7.6% | $930M | 8.9% | $287.31 | 67 |
| 2024-Q3 | Increased | 3M | +1.7% | $844.4M | 9.1% | $277.75 | 63 |
| 2024-Q2 | Increased | 2.9M | +4.1% | $784.1M | 9.4% | $262.63 | 64 |