Position history for Steward Partners Investment Advisory, LLC's holdings in VANGUARD INDEX FDS
Steward Partners Investment Advisory, LLC holds 213,792 shares of VTI (VANGUARD INDEX FDS), worth $68.6M as of 2026-Q1. The position was increased (+10.1% shares). VTI represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$68.6M
Current Shares
213,792
Total Value Change
+$28.1M
Total Shares Change
+62,621
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 213,792 |
+10.1% |
| $68.6M |
| 0.3% |
| $335.73 |
39 |
| 2025-Q4 | Increased | 194,223 | +0.4% | $65.1M | 0.4% | $337.85 | 35 |
| 2025-Q3 | Decreased | 193,439 | -0.3% | $63.5M | 0.4% | $326.17 | 0 |
| 2025-Q2 | Increased | 194,046 | +9.0% | $59M | 0.5% | $300.71 | 38 |
| 2025-Q1 | Increased | 178,073 | +3.4% | $48.9M | 0.4% | $271.08 | 36 |
| 2024-Q4 | Increased | 172,190 | +5.1% | $49.9M | 0.4% | $287.31 | 37 |
| 2024-Q3 | Increased | 163,895 | +8.4% | $46.4M | 0.4% | $277.75 | 38 |
| 2024-Q2 | Increased | 151,171 | +2.5% | $40.4M | 0.4% | $262.63 | 36 |