Ownership history in Sequent Planning LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in VANGUARD INDEX FDS (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 12,638 | +275 | +2.2% | 1.08% | $4.2M | $335.27 |
| 2025 Q3 | REDUCED | 12,363 | -24,929 | -66.8% | 1.15% | $4.1M | $327.24 |
| 2025 Q2 | ADDED | 37,292 | +1,753 | +4.9% | 3.59% | $11.3M | $302.23 |
| 2025 Q1 | ADDED | 35,539 | +2,677 | +8.1% | 3.52% | $9.8M | $272.48 |
| 2024 Q4 | REDUCED | 32,862 | -1,814 | -5.2% | 3.50% | $9.5M | $286.32 |
| 2024 Q3 | REDUCED | 34,676 | -1,850 | -5.1% | 3.38% | $9.8M | $278.85 |
| 2024 Q2 | ADDED | 36,526 | +1,500 | +4.3% | 3.35% | $9.8M | $262.63 |
| 2024 Q1 | INITIATED | 35,026 | — | — | 3.29% | $9.1M | — |
As of 2025 Q4 — sorted by position size