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VBR
Showing 8 of 15 quarters

Position history for RWA WEALTH PARTNERS, LLC's holdings in VANGUARD INDEX FDS

RWA WEALTH PARTNERS, LLC holds 522,808 shares of VBR (VANGUARD INDEX FDS), worth $113.6M as of 2026-Q1. The position was increased (+5.3% shares). VBR represents 1.2% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$113.6M

Current Shares

522,808

Total Value Change

+$45.2M

Total Shares Change

+148,066

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
522,808
+5.3%
$113.6M1.2%$227.25
50
2025-Q4
Increased
496,724
+2.7%
$105.2M1.1%$213.93
48
2025-Q3
Increased
483,851
+3.5%
$101M1.1%$206.99
49
2025-Q2
Increased
467,411
+8.0%
$91.1M1.1%$193.04
51
2025-Q1
Increased
432,678
+5.3%
$80.6M1.0%$183.00
49
2024-Q4
Increased
411,046
+9.0%
$81.5M1.0%$193.61
51
2024-Q3
Increased
377,173
+0.7%
$75.7M0.9%$195.32
42
2024-Q2
Increased
374,742
+1.8%
$68.4M0.9%$177.05
42

Other major holders of VBR: BANK OF AMERICA CORP /DE/

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