Sequoia Financial Advisors, LLC Vanguard Growth ETF Transaction History

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$329.49 - $438.4 $945,636 - $1.26 Million	-2,870 Reduced 1.69%	167,223 $73.3 Million
Q1 2025 Apr 23, 2025	SELL	$369.1 - $427.61 $2.04 Million - $2.37 Million	-5,539 Reduced 3.15%	170,093 $63.1 Million
Q4 2024 Aug 08, 2025	BUY	$378.79 - $428.11 $3.19 Million - $3.6 Million	8,409 Added 5.03%	175,632 $72.1 Million
Q4 2024 Feb 07, 2025	BUY	$378.79 - $428.11 $5.38 Million - $6.08 Million	14,194 Added 8.79%	175,632 $72.1 Million
Q3 2024 Oct 21, 2024	BUY	$341.08 - $391.94 $2.24 Million - $2.57 Million	6,564 Added 4.24%	161,438 $62 Million
Q2 2024 Jul 15, 2024	BUY	$322.46 - $377.11 $2.47 Million - $2.89 Million	7,656 Added 5.2%	154,874 $57.9 Million
Q1 2024 Apr 30, 2024	SELL	$301.05 - $346.61 $20.9 Million - $24.1 Million	-69,475 Reduced 32.06%	147,218 $50.7 Million
Q4 2023 Jan 25, 2024	BUY	$261.54 - $312.16 $15 Million - $17.9 Million	57,401 Added 36.04%	216,693 $67.4 Million
Q3 2023 Nov 08, 2023	SELL	$269.56 - $293.5 $214,030 - $233,039	-794 Reduced 0.5%	159,292 $43.4 Million
Q2 2023 Aug 08, 2023	BUY	$243.06 - $282.96 $37.5 Million - $43.7 Million	154,266 Added 2650.62%	160,086 $45.3 Million
Q1 2023 Apr 24, 2023	SELL	$209.25 - $249.44 $99,812 - $118,982	-477 Reduced 7.58%	5,820 $1.45 Million
Q4 2022 Feb 10, 2023	BUY	$208.44 - $233.81 $625 - $701	3 Added 0.05%	6,297 $1.34 Million
Q4 2022 Jan 17, 2023	BUY	$208.44 - $233.81 $424,383 - $476,037	2,036 Added 47.82%	6,294 $0
Q3 2022 Oct 26, 2022	SELL	$213.95 - $266.28 $5,776 - $7,189	-27 Reduced 0.63%	4,258 $911,000
Q2 2022 Jul 22, 2022	SELL	$214.97 - $293.87 $4,299 - $5,877	-20 Reduced 0.46%	4,285 $955,000
Q1 2022 May 13, 2022	BUY	$254.37 - $323.09 $141,175 - $179,314	555 Added 14.8%	4,305 $1.24 Million
Q4 2021 Feb 11, 2022	BUY	$287.0 - $325.67 $1.08 Million - $1.22 Million	3,750 New	3,750 $1.2 Million
Q3 2021 Oct 26, 2021	SELL	$286.49 - $308.98 $1.12 Million - $1.21 Million	-3,923 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$257.69 - $287.23 $281,655 - $313,942	1,093 Added 38.62%	3,923 $1.13 Million
Q1 2021 May 14, 2021	BUY	$243.15 - $268.9 $50,088 - $55,393	206 Added 7.85%	2,830 $727,000
Q4 2020 Feb 12, 2021	BUY	$220.77 - $253.46 $662 - $760	3 Added 0.11%	2,624 $665,000
Q3 2020 Oct 23, 2020	BUY	$204.41 - $245.48 $8,994 - $10,801	44 Added 1.71%	2,621 $597,000
Q2 2020 Aug 25, 2020	BUY	$149.64 - $204.01 $385,622 - $525,733	2,577 New	2,577 $521,000
Q2 2020 Aug 11, 2020	SELL	$149.64 - $204.01 $490,519 - $668,744	-3,278 Closed	0 $521,000
Q1 2020 May 11, 2020	BUY	$137.53 - $201.6 $7,014 - $10,281	51 Added 1.58%	3,278 $514,000
Q4 2019 Feb 13, 2020	BUY	$161.84 - $183.14 $81,567 - $92,302	504 Added 18.51%	3,227 $588,000
Q3 2019 Oct 22, 2019	BUY	$165.21 - $169.18 $13,712 - $14,041	83 Added 3.14%	2,723 $453,000
Q2 2019 Jul 31, 2019	BUY	N/A	322 Added 13.89%	2,640 $431,000
Q1 2019 May 13, 2019	SELL	N/A	-72 Reduced 3.01%	2,318 $363,000
Q4 2018 Feb 14, 2019	BUY	N/A	787 Added 49.1%	2,390 $321,000
Q3 2018 Nov 14, 2018	BUY	N/A	1,603 New	1,603 $258,000

Others Institutions Holding VUG

# of Institutions

2,746

Shares Held

267M

Call Options Held

306K

Put Options Held

295K

Bank Of America Corp Charlotte, NC

48.5M
Shares

$22.3 Billion
1.48% of portfolio
Jones Financial Companies Lllp

32.3M
Shares

$14.8 Billion
10.76% of portfolio
Morgan Stanley New York, NY

14M
Shares

$6.44 Billion
0.38% of portfolio
Envestnet Asset Management Inc

8.13M
Shares

$3.73 Billion
1.09% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

7.3M
Shares

$3.35 Billion
5.82% of portfolio

View Full List

About VANGUARD GROWTH ETF

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