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Vanguard Total Stock Market ETF shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $732M 2.8M 259.90
2023-12-31 $641M 2.7M 237.22
2023-09-30 $527M 2.5M 212.41
2023-06-30 $544M 2.5M 220.28
2023-03-31 $460M 2.3M 204.10
2022-12-31 $421M 2.2M 191.19
2022-09-30 $365M 2.0M 179.48
2022-06-30 $386M 2.0M 188.64
2022-03-31 $463M 2.0M 227.67
2021-12-31 $442M 1.8M 241.44
2021-09-30 $147M 662k 222.06
2021-06-30 $388M 1.7M 222.82
2021-03-31 $376M 1.8M 206.69
2020-12-31 $333M 1.7M 194.64
2020-09-30 $281M 1.6M 170.31
2020-06-30 $0 0 0.00
2020-03-31 $190M 1.5M 128.91
2019-12-31 $206M 1.3M 163.62
2019-09-30 $177M 1.2M 151.00
2019-06-30 $149M 990k 150.09
2019-03-31 $131M 906k 144.71
2018-12-31 $84M 658k 127.63
2018-09-30 $86M 575k 149.65
2018-06-30 $88M 624k 140.43
2018-03-31 $84M 616k 135.72
2017-12-31 $79M 578k 137.25
2017-09-30 $79M 607k 129.52
2017-06-30 $72M 576k 124.45
2017-03-31 $68M 557k 121.32
2016-12-31 $56M 484k 115.32
2016-09-30 $47M 423k 111.33
2015-09-30 $201k 2.0k 98.72
2015-03-31 $223k 2.1k 107.31

More positions owned by Sequoia Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Sequoia Financial Advisors

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Us Bancorp
Wealthfront Advisers
Bank of America Corporation
WealthNavi
Hanson McClain Advisors
Creative Planning
HB Wealth Management
Wells Fargo & Company
Ballentine Partners
HPM Partners
Jpmorgan Chase & Co
UBS Group
BKD Wealth Advisors

View all funds holding Vanguard Total Stock Market ETF