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VTV
Showing 8 of 18 quarters

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

Sequoia Financial Advisors, LLC holds 781,277 shares of VTV (VANGUARD INDEX FDS), worth $153.3M as of 2026-Q1. The position was increased (+5.4% shares). VTV represents 0.9% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$153.3M

Current Shares

781,277

Total Value Change

+$49.4M

Total Shares Change

+135,878

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
781,277
+5.4%
$153.3M0.9%$204.27
45
2025-Q4
Increased
741,134
+6.3%
$141.5M0.8%$192.37
45
2025-Q3
Increased
697,392
+2.7%
$130.1M0.8%$184.80
44
2025-Q2
Decreased
679,337
-7.0%
$120.1M0.8%$173.92
0
2025-Q1
Decreased
730,590
-5.0%
$126.2M1.0%$168.17
0
2024-Q4
Increased
768,846
+20.6%
$130.2M1.3%$165.34
57
2024-Q3
Decreased
637,641
-1.2%
$111.3M1.2%$169.26
0
2024-Q2
Increased
645,399
+2.8%
$103.8M1.3%$155.27
49

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

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