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VUG
Showing 8 of 18 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in Vanguard Index Funds GROWTH ETF

Sequoia Financial Advisors, LLC holds 345,470 shares of VUG (Vanguard Index Funds GROWTH ETF), worth $150.9M as of 2026-Q1. The position was increased (+11.7% shares). VUG represents 0.8% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$150.9M

Current Shares

345,470

Total Value Change

+$92.9M

Total Shares Change

+190,596

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
345,470
+11.7%
$150.9M0.8%$459.35
48
2025-Q4
Increased
309,261
+15.5%
$150.9M0.8%$491.69
49
2025-Q3
Increased
267,789
+60.1%
$128.4M0.8%$477.56
61
2025-Q2
Decreased
167,223
-1.7%
$73.3M0.5%$434.99
0
2025-Q1
Decreased
170,093
-3.1%
$63.1M0.5%$369.23
0
2024-Q4
Increased
175,632
+8.8%
$72.1M0.7%$412.31
46
2024-Q3
Increased
161,438
+4.2%
$62M0.7%$380.10
43
2024-Q2
Increased
154,874
+5.2%
$58M0.7%$371.40
44

Other major holders of VUG: BANK OF AMERICA CORP /DE/, JONES FINANCIAL COMPANIES LLLP

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