Position history for Sequoia Financial Advisors, LLC's holdings in VANGUARD INDEX FDS
Sequoia Financial Advisors, LLC holds 309,261 shares of VUG (VANGUARD INDEX FDS), worth $150.9M as of 2025-Q4. The position was increased (++15.5% shares). VUG represents 0.8% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$150.9M
Current Shares
309,261
Total Value Change
+$92.9M
Total Shares Change
+154,387
Other major holders of VUG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 309,261 |
+15.5% |
| $150.9M |
| 0.8% |
| $491.69 |
49 |
| 2025-Q3 | Increased | 267,789 | +60.1% | $128.4M | 0.8% | $477.56 | 61 |
| 2025-Q2 | Decreased | 167,223 | -1.7% | $73.3M | 0.5% | $434.99 | 0 |
| 2025-Q1 | Decreased | 170,093 | -3.1% | $63.1M | 0.5% | $369.23 | 0 |
| 2024-Q4 | Increased | 175,632 | +8.8% | $72.1M | 0.7% | $412.31 | 46 |
| 2024-Q3 | Increased | 161,438 | +4.2% | $62M | 0.7% | $380.10 | 43 |
| 2024-Q2 | Increased | 154,874 | +5.2% | $58M | 0.7% | $371.40 | 44 |