Position history for Wealthspire Advisors, LLC's holdings in VANGUARD INDEX FDS
Wealthspire Advisors, LLC holds 599,927 shares of VUG (VANGUARD INDEX FDS), worth $292.7M as of 2025-Q4. The position was decreased (-35.0% shares). VUG represents 2.3% of Wealthspire Advisors, LLC's portfolio.
Current Value
$292.7M
Current Shares
599,927
Total Value Change
+$172M
Total Shares Change
+277,275
Other major holders of VUG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Decreased |
| 599,927 |
-35.0% |
| $292.7M |
| 2.3% |
| $491.69 |
0 |
| 2025-Q3 | Increased | 922,884 | +2.9% | $442.6M | 2.3% | $477.56 | 55 |
| 2025-Q2 | Decreased | 896,976 | -2.5% | $393.2M | 2.2% | $434.99 | 0 |
| 2025-Q1 | Increased | 919,556 | +101.4% | $341M | 2.0% | $369.23 | 86 |
| 2024-Q4 | Increased | 456,531 | +32.0% | $187.4M | 1.9% | $412.31 | 61 |
| 2024-Q3 | Increased | 345,725 | +7.2% | $132.7M | 1.4% | $380.10 | 51 |
| 2024-Q2 | Increased | 322,652 | +3.8% | $120.7M | 1.5% | $371.40 | 49 |