Back to Sequoia Financial Advisors, LLC

VTI
Showing 8 of 29 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in VANGUARD INDEX FDS

Sequoia Financial Advisors, LLC holds 3.8M shares of VTI (VANGUARD INDEX FDS), worth $1.2B as of 2026-Q1. The position was increased (+1.9% shares). VTI represents 6.8% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$1.2B

Current Shares

3.8M

Total Value Change

+$431M

Total Shares Change

+856,488

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.8M
+1.9%
$1.2B6.8%$335.73
63
2025-Q4
Increased
3.7M
+1.9%
$1.2B6.9%$337.85
63
2025-Q3
Increased
3.6M
+2.6%
$1.2B7.3%$326.17
64
2025-Q2
Increased
3.6M
+2.8%
$1.1B7.4%$300.71
64
2025-Q1
Increased
3.5M
+7.8%
$950.6M7.3%$271.08
67
2024-Q4
Increased
3.2M
+7.6%
$930M8.9%$287.31
67
2024-Q3
Increased
3M
+1.7%
$844.4M9.1%$277.75
63
2024-Q2
Increased
2.9M
+4.1%
$784.1M9.4%$262.63
64

Other major holders of VTI: Rakuten Investment Management, Inc., VANGUARD GROUP INC

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