Back to Wealthspire Advisors, LLC

VV
Showing 8 of 28 quarters

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

Wealthspire Advisors, LLC holds 807,783 shares of VV (VANGUARD INDEX FDS), worth $241.4M as of 2026-Q1. The position was increased (+48.1% shares). VV represents 1.9% of Wealthspire Advisors, LLC's portfolio.

Current Value

$241.4M

Current Shares

807,783

Total Value Change

+$131.5M

Total Shares Change

+367,519

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
807,783
+48.1%
$241.4M1.9%$312.57
66
2025-Q4
Decreased
545,331
-47.6%
$171.7M1.4%$317.19
0
2025-Q3
Decreased
1M
-5.1%
$320.5M1.7%$306.03
0
2025-Q2
Increased
1.1M
+26.2%
$312.9M1.8%$282.20
60
2025-Q1
Increased
869,418
+93.7%
$223.5M1.3%$253.34
77
2024-Q4
Increased
448,843
+1.9%
$121.1M1.2%$267.60
48
2024-Q3
Increased
440,626
+0.1%
$116M1.2%$258.23
47
2024-Q2
Decreased
440,264
-0.7%
$109.9M1.4%$245.18
0

Other major holders of VV: JONES FINANCIAL COMPANIES LLLP

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