Position history for Steward Partners Investment Advisory, LLC's holdings in VANGUARD INDEX FDS
Steward Partners Investment Advisory, LLC holds 73,662 shares of VBR (VANGUARD INDEX FDS), worth $16M as of 2026-Q1. The position was decreased (-1.8% shares). VBR represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$16M
Current Shares
73,662
Total Value Change
+$3.9M
Total Shares Change
+7,243
Other major holders of VBR: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/
Decreased |
| 73,662 |
-1.8% |
| $16M |
| 0.1% |
| $227.25 |
0 |
| 2025-Q4 | Increased | 75,015 | +1.4% | $15.9M | 0.1% | $213.93 | 29 |
| 2025-Q3 | Decreased | 73,949 | -2.9% | $15.4M | 0.1% | $206.99 | 0 |
| 2025-Q2 | Decreased | 76,119 | -11.5% | $14.8M | 0.1% | $193.04 | 0 |
| 2025-Q1 | Increased | 86,049 | +4.4% | $16M | 0.1% | $183.00 | 35 |
| 2024-Q4 | Increased | 82,417 | +4.3% | $16.3M | 0.1% | $193.61 | 35 |
| 2024-Q3 | Increased | 78,983 | +18.9% | $15.9M | 0.1% | $195.32 | 40 |
| 2024-Q2 | Decreased | 66,419 | -1.1% | $12.1M | 0.1% | $177.05 | 0 |