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

Wealthspire Advisors, LLC holds 4.4M shares of VUG (VANGUARD INDEX FDS), worth $380.3M as of 2026-Q2. The position was increased (+551.9% shares). VUG represents 2.1% of Wealthspire Advisors, LLC's portfolio.

Current Value

$380.3M

Current Shares

4.4M

Total Value Change

+$247.6M

Total Shares Change

+4.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.4M
+551.9%
$380.3M2.1%$86.14
86
2026-Q1
Increased
677,349
+12.9%
$295.9M2.3%$72.72
60
2025-Q4
Decreased
599,927
-35.0%
$292.7M2.3%$81.13
0
2025-Q3
Increased
922,884
+2.9%
$442.6M2.3%$79.68
55
2025-Q2
Decreased
896,976
-2.5%
$393.2M2.2%$72.75
0
2025-Q1
Increased
919,556
+101.4%
$341M2.0%$61.47
86
2024-Q4
Increased
456,531
+32.0%
$187.4M1.9%$67.95
61
2024-Q3
Increased
345,725
+7.2%
$132.7M1.4%$63.48
51

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

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