Position history for AE Wealth Management LLC's holdings in VANGUARD INDEX FDS
AE Wealth Management LLC holds 338,280 shares of VOO (VANGUARD INDEX FDS), worth $212.1M as of 2025-Q4. The position was increased (++1.9% shares). VOO represents 1.2% of AE Wealth Management LLC's portfolio.
Current Value
$212.1M
Current Shares
338,280
Total Value Change
+$8.6M
Total Shares Change
-68,695
Other major holders of VOO: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 338,280 |
+1.9% |
| $212.1M |
| 1.2% |
| $631.72 |
49 |
| 2025-Q3 | Increased | 331,857 | +1.4% | $203.2M | 1.3% | $608.41 | 49 |
| 2025-Q2 | Decreased | 327,430 | -7.9% | $186M | 1.4% | $562.00 | 0 |
| 2025-Q1 | Decreased | 355,535 | -2.1% | $182.7M | 1.5% | $506.34 | 0 |
| 2024-Q4 | Decreased | 363,064 | -3.6% | $195.6M | 1.7% | $534.42 | 0 |
| 2024-Q3 | Decreased | 376,463 | -7.5% | $198.6M | 1.8% | $517.34 | 0 |
| 2024-Q2 | Decreased | 406,975 | -0.2% | $203.5M | 2.0% | $490.95 | 0 |