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VBR
Showing 8 of 22 quarters

Position history for Wealthspire Advisors, LLC's holdings in VANGUARD INDEX FDS

Wealthspire Advisors, LLC holds 205,310 shares of VBR (VANGUARD INDEX FDS), worth $44.6M as of 2026-Q1. The position was increased (+3.7% shares). VBR represents 0.4% of Wealthspire Advisors, LLC's portfolio.

Current Value

$44.6M

Current Shares

205,310

Total Value Change

+$22.5M

Total Shares Change

+84,334

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
205,310
+3.7%
$44.6M0.4%$227.25
36
2025-Q4
Decreased
197,999
-44.9%
$41.9M0.3%$213.93
0
2025-Q3
Increased
359,466
+0.7%
$75M0.4%$206.99
36
2025-Q2
Increased
357,106
+0.8%
$69.6M0.4%$193.04
36
2025-Q1
Increased
354,264
+106.2%
$66M0.4%$183.00
57
2024-Q4
Increased
171,840
+12.0%
$34.1M0.3%$193.61
39
2024-Q3
Increased
153,391
+26.8%
$30.8M0.3%$195.32
43
2024-Q2
Increased
120,976
+17.8%
$22.1M0.3%$177.05
40

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

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