Position history for Steward Partners Investment Advisory, LLC's holdings in VANGUARD INDEX FDS
Steward Partners Investment Advisory, LLC holds 620,337 shares of VNQ (VANGUARD INDEX FDS), worth $54.9M as of 2025-Q4. The position was increased (++14.9% shares). VNQ represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$54.9M
Current Shares
620,337
Total Value Change
+$45.4M
Total Shares Change
+507,336
Other major holders of VNQ: BNP PARIBAS FINANCIAL MARKETS, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 620,337 |
+14.9% |
| $54.9M |
| 0.3% |
| $89.22 |
40 |
| 2025-Q3 | Increased | 539,743 | +284.4% | $49.3M | 0.3% | $90.23 | 56 |
| 2025-Q2 | Increased | 140,428 | +4.4% | $12.5M | 0.1% | $86.86 | 29 |
| 2025-Q1 | Increased | 134,518 | +8.6% | $12.2M | 0.1% | $87.20 | 36 |
| 2024-Q4 | Increased | 123,914 | +5.6% | $11M | 0.1% | $84.97 | 29 |
| 2024-Q3 | Increased | 117,359 | +3.9% | $11.4M | 0.1% | $92.11 | 35 |
| 2024-Q2 | Decreased | 113,001 | -23.4% | $9.5M | 0.1% | $79.15 | 0 |