Back to Wealthspire Advisors, LLC

VO
Showing 8 of 25 quarters

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

Wealthspire Advisors, LLC holds 618,508 shares of VO (VANGUARD INDEX FDS), worth $177.6M as of 2026-Q1. The position was increased (+2.7% shares). VO represents 1.4% of Wealthspire Advisors, LLC's portfolio.

Current Value

$177.6M

Current Shares

618,508

Total Value Change

+$46.8M

Total Shares Change

+78,105

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
618,508
+2.7%
$177.6M1.4%$301.78
49
2025-Q4
Decreased
602,087
-50.1%
$174.7M1.4%$292.92
0
2025-Q3
Decreased
1.2M
-0.8%
$354.8M1.9%$292.00
0
2025-Q2
Increased
1.2M
+8.8%
$340.8M1.9%$275.92
53
2025-Q1
Increased
1.1M
+100.8%
$289.4M1.7%$254.23
78
2024-Q4
Increased
557,214
+1.1%
$147.2M1.5%$260.03
48
2024-Q3
Increased
551,127
+2.0%
$145.4M1.5%$257.97
49
2024-Q2
Decreased
540,403
-1.5%
$130.8M1.7%$236.49
0

Other major holders of VO: WELLS FARGO & COMPANY/MN, JONES FINANCIAL COMPANIES LLLP

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used