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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in VANGUARD INDEX FDS

Steward Partners Investment Advisory, LLC holds 1.4M shares of VUG (VANGUARD INDEX FDS), worth $123.6M as of 2026-Q2. The position was increased (+512.5% shares). VUG represents 0.6% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$123.6M

Current Shares

1.4M

Total Value Change

+$42.8M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+512.5%
$123.6M0.6%$86.14
69
2026-Q1
Increased
234,307
+3.1%
$102.3M0.5%$72.72
44
2025-Q4
Increased
227,342
+0.4%
$110.9M0.6%$81.13
42
2025-Q3
Increased
226,513
+1.6%
$108.6M0.6%$79.68
43
2025-Q2
Increased
222,838
+1.3%
$97.7M0.8%$72.75
43
2025-Q1
Increased
219,896
+3.8%
$81.5M0.7%$61.47
44
2024-Q4
Increased
211,809
+0.6%
$86.9M0.8%$67.95
42
2024-Q3
Increased
210,553
+1.9%
$80.8M0.7%$63.48
43

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

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