1834 INVESTMENT ADVISORS CO historic quarter change: USA Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, 1834 INVESTMENT ADVISORS CO opened 11 positions, added to 39, reduced 13 and sold out of 12.
- Q3 2016: Stock Vanguard Mid-Cap Index Fund; Country of operation —; Class FUND; Shares before 7,537.
- Q3 2016: Stock Franklin Income Fund Cl A; Country of operation —; Class FUND; Shares before 57,048.
- Q2 2016: Stock Sequoia Fund; Country of operation —; Class FUND; Shares before 1,949.
- Q1 2016: Stock Vanguard Mid-Cap Index Fund; Country of operation —; Class FUND; Shares before 12,654.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1138486), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-03); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-04); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-06); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-06); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-28); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2001-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | Vanguard Mid-Cap Index Fund
CUSIP 922908843 | | FUND | 7,537 | 7,594 | +57 | $254,000 | $268,000 | +$14,000 | 2016-11-15 |
|---|
| Q3 2016 | Franklin Income Fund Cl A
CUSIP 353496300 | | FUND | 57,048 | 57,826 | +778 | $124,000 | $130,000 | +$6,000 | 2016-11-15 |
|---|
| Q2 2016 | Sequoia Fund
CUSIP 817418106 | | FUND | 1,949 | 2,155 | +206 | $358,000 | $351,000 | -$7,000 | 2016-08-15 |
|---|
| Q1 2016 | Vanguard Mid-Cap Index Fund
CUSIP 922908843 | | FUND | 12,654 | 12,864 | +210 | $415,000 | $426,000 | +$11,000 | 2016-05-03 |
|---|
| Q1 2016 | Vanguard Small Cap Index Fund
CUSIP 922908702 | | FUND | 4,803 | 4,883 | +80 | $255,000 | $261,000 | +$6,000 | 2016-05-03 |
|---|
| Q4 2015 | Sequoia Fund
CUSIP 817418106 | | FUND | 2,400 | 2,499 | +99 | $570,000 | $518,000 | -$52,000 | 2016-02-11 |
|---|
| Q4 2015 | Vanguard Mid-Cap Index Fund
CUSIP 922908843 | | FUND | 12,466 | 12,654 | +188 | $397,000 | $415,000 | +$18,000 | 2016-02-11 |
|---|
| Q4 2015 | Vanguard Small Cap Index Fund
CUSIP 922908702 | | FUND | 4,732 | 4,803 | +71 | $245,000 | $255,000 | +$10,000 | 2016-02-11 |
|---|
| Q3 2015 | Vanguard Mid-Cap Index Fund
CUSIP 922908843 | | FUND | 12,057 | 12,466 | +409 | $419,000 | $397,000 | -$22,000 | 2015-11-10 |
|---|
| Q3 2015 | Vanguard Small Cap Index Fund
CUSIP 922908702 | | FUND | 4,581 | 4,732 | +151 | $266,000 | $245,000 | -$21,000 | 2015-11-10 |
|---|
| Q2 2015 | Vanguard Health Care Fund Admi
CUSIP 921908885 | | FUND | 16,555 | 16,571 | +16 | $1,576,000 | $1,638,000 | +$62,000 | 2015-08-12 |
|---|
| Q2 2015 | Sequoia Fund
CUSIP 817418106 | | FUND | 2,377 | 2,400 | +23 | $601,000 | $613,000 | +$12,000 | 2015-08-12 |
|---|
| Q2 2015 | Dodge & Cox Intl Fund
CUSIP 256206103 | United States | FUND | 5,732 | 5,951 | +219 | $252,000 | $260,000 | +$8,000 | 2015-08-12 |
|---|
| Q1 2015 | Vanguard Health Care Fund Admi
CUSIP 921908885 | | FUND | 11,050 | 16,555 | +5,505 | $987,000 | $1,576,000 | +$589,000 | 2015-05-04 |
|---|
| Q1 2015 | Vanguard Mid-Cap Index Fund
CUSIP 922908843 | | FUND | 11,865 | 12,068 | +203 | $400,000 | $424,000 | +$24,000 | 2015-05-04 |
|---|
| Q1 2015 | Dodge & Cox Intl Fund
CUSIP 256206103 | United States | FUND | 5,494 | 5,732 | +238 | $231,000 | $252,000 | +$21,000 | 2015-05-04 |
|---|
| Q1 2015 | Franklin Income Fund Cl A
CUSIP 353496300 | | FUND | 26,918 | 27,258 | +340 | $65,000 | $65,000 | $0 | 2015-05-04 |
|---|
| Q4 2014 | Sequoia Fund
CUSIP 817418106 | | FUND | 2,356 | 2,377 | +21 | $521,000 | $559,000 | +$38,000 | 2015-02-03 |
|---|
| Q4 2014 | Vanguard Small Cap Index Fund
CUSIP 922908702 | | FUND | 5,019 | 5,101 | +82 | $266,000 | $285,000 | +$19,000 | 2015-02-03 |
|---|
| Q4 2014 | Permanent Portfolio Fd
CUSIP 714199106 | United States | FUND | 5,788 | 6,052 | +264 | $251,000 | $239,000 | -$12,000 | 2015-02-03 |
|---|
| Q4 2014 | Dodge & Cox Intl Fund
CUSIP 256206103 | United States | FUND | 5,317 | 5,494 | +177 | $240,000 | $231,000 | -$9,000 | 2015-02-03 |
|---|
| Q4 2014 | Franklin Income Fund Cl A
CUSIP 353496300 | | FUND | 26,590 | 26,918 | +328 | $66,000 | $65,000 | -$1,000 | 2015-02-03 |
|---|
| Q3 2014 | Dodge & Cox Intl Fund
CUSIP 256206103 | United States | FUND | 4,824 | 5,317 | +493 | $224,000 | $240,000 | +$16,000 | 2014-11-06 |
|---|
| Q3 2014 | Franklin Income Fund Cl A
CUSIP 353496300 | | FUND | 26,279 | 26,590 | +311 | $68,000 | $66,000 | -$2,000 | 2014-11-06 |
|---|
| Q3 2014 | Vanguard Mid-Cap Index Fund
CUSIP 922908843 | | FUND | 11,722 | 11,872 | +150 | $379,000 | $380,000 | +$1,000 | 2014-11-06 |
|---|
| Q2 2014 | Vanguard Mid-Cap Index Fund
CUSIP 922908843 | | FUND | 11,675 | 11,722 | +47 | $362,000 | $379,000 | +$17,000 | 2014-08-06 |
|---|
| Q2 2014 | Vanguard Small Cap Index Fund
CUSIP 922908702 | | FUND | 5,077 | 5,110 | +33 | $274,000 | $286,000 | +$12,000 | 2014-08-06 |
|---|
| Q1 2014 | Nuveen Equity Prem Oppty Fd
CUSIP 6706EM102 | | COM | 114,100 | 118,100 | +4,000 | $1,443,000 | $1,486,000 | +$43,000 | 2014-04-28 |
|---|
| Q1 2014 | Vanguard Mid-Cap Index Fund
CUSIP 922908843 | | FUND | 11,406 | 11,675 | +269 | $342,000 | $362,000 | +$20,000 | 2014-04-28 |
|---|
| Q1 2014 | Franklin Income Fund Cl A
CUSIP 353496300 | | FUND | 25,640 | 32,419 | +6,779 | $62,000 | $81,000 | +$19,000 | 2014-04-28 |
|---|
| Q1 2014 | Vanguard Small Cap Index Fund
CUSIP 922908702 | | FUND | 5,001 | 5,077 | +76 | $263,000 | $274,000 | +$11,000 | 2014-04-28 |
|---|
| Q4 2013 | Nuveen Equity Prem Oppty Fd
CUSIP 6706EM102 | | COM | 106,500 | 114,100 | +7,600 | $1,284,000 | $1,443,000 | +$159,000 | 2014-02-11 |
|---|
| Q4 2013 | Vanguard Mid-Cap Index Fund
CUSIP 922908843 | | FUND | 11,348 | 11,406 | +58 | $317,000 | $342,000 | +$25,000 | 2014-02-11 |
|---|
| Q4 2013 | Permanent Portfolio Fd
CUSIP 714199106 | United States | FUND | 5,740 | 5,788 | +48 | $272,000 | $249,000 | -$23,000 | 2014-02-11 |
|---|
| Q4 2013 | Vanguard Small Cap Index Fund
CUSIP 922908702 | | FUND | 4,970 | 5,001 | +31 | $244,000 | $263,000 | +$19,000 | 2014-02-11 |
|---|
| Q3 2013 | Permanent Portfolio Fd
CUSIP 714199106 | United States | FUND | 5,468 | 5,740 | +272 | $246,000 | $272,000 | +$26,000 | 2013-10-30 |
|---|
| Q3 2013 | Vanguard Mid-Cap Index Fund
CUSIP 922908843 | | FUND | 11,303 | 11,348 | +45 | $293,000 | $317,000 | +$24,000 | 2013-10-30 |
|---|
| Q3 2013 | Franklin Income Fd Cl C
CUSIP 353496805 | | FUND | 100,128 | 101,372 | +1,244 | $230,000 | $238,000 | +$8,000 | 2013-10-30 |
|---|
| Q3 2013 | Nuveen Equity Prem Oppty Fd
CUSIP 6706EM102 | | COM | 104,100 | 106,500 | +2,400 | $1,286,000 | $1,284,000 | -$2,000 | 2013-10-30 |
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