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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in VANGUARD SMALL-CAP VIPERS

Steward Partners Investment Advisory, LLC holds 119,902 shares of VB (VANGUARD SMALL-CAP VIPERS), worth $36.3M as of 2026-Q2. The position was increased (+27.0% shares). VB represents 0.2% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$36.3M

Current Shares

119,902

Total Value Change

+$20.4M

Total Shares Change

+52,781

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
119,902
+27.0%
$36.3M0.2%$303.12
43
2026-Q1
Decreased
94,388
-4.4%
$24.7M0.1%$274.02
0
2025-Q4
Decreased
98,749
-5.2%
$25.5M0.1%$260.47
0
2025-Q3
Increased
104,173
+4.8%
$26.5M0.2%$253.23
36
2025-Q2
Increased
99,402
+28.5%
$23.6M0.2%$235.00
43
2025-Q1
Increased
77,336
+6.8%
$17.1M0.2%$219.42
36
2024-Q4
Increased
72,380
+7.8%
$17.4M0.2%$236.74
37
2024-Q3
Increased
67,121
+24.5%
$15.9M0.1%$232.90
41

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

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