Position history for Wealthspire Advisors, LLC's holdings in VANGUARD INDEX FDS
Wealthspire Advisors, LLC holds 677,349 shares of VUG (VANGUARD INDEX FDS), worth $295.9M as of 2026-Q1. The position was increased (+12.9% shares). VUG represents 2.3% of Wealthspire Advisors, LLC's portfolio.
Current Value
$295.9M
Current Shares
677,349
Total Value Change
+$175.2M
Total Shares Change
+354,697
Other major holders of VUG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 677,349 |
+12.9% |
| $295.9M |
| 2.3% |
| $459.35 |
60 |
| 2025-Q4 | 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 |