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VBVB
23 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in VANGUARD INDEX FDS

NewEdge Wealth, LLC holds 117,108 shares of VB (VANGUARD INDEX FDS), worth $35.5M as of 2026-Q2. The position was decreased (-0.9% shares). VB represents 0.4% of NewEdge Wealth, LLC's portfolio.

Current Value

$35.5M

Current Shares

117,108

Total Value Change

+$33.1M

Total Shares Change

+104,797

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
117,108
-0.9%
$35.5M0.4%$302.23
0
2026-Q1
Decreased
118,233
-5.1%
$31M0.4%$260.37
0
2025-Q4
Increased
124,586
+6.5%
$32.1M0.4%$255.47
37
2025-Q3
Decreased
116,924
-0.8%
$29.7M0.4%$250.94
0
2025-Q2
Decreased
117,804
-2.1%
$28.3M0.4%$233.13
0
2025-Q1
Decreased
120,326
-12.4%
$26.7M0.5%$217.42
0
2024-Q4
Decreased
137,322
-2.2%
$33M0.6%$234.64
0
2024-Q3
Increased
140,406
+9.9%
$33.3M0.6%$230.78
45
2024-Q2
Decreased
127,712
-8.5%
$27.8M0.6%$211.50
0
2024-Q1
Increased
139,549
+0.0%
$30.3M0.7%$220.87
40
2023-Q4
Increased
139,519
+5.3%
$29.8M0.8%$205.52
43
2023-Q3
Increased
132,428
+0.9%
$25M0.8%$181.21
41
2023-Q2
Decreased
131,177
-0.3%
$26.1M0.9%$189.90
0
2023-Q1
Increased
131,547
+8.8%
$24.9M0.9%$180.28
44
2022-Q4
Decreased
120,916
-2.5%
$22.2M1.0%$173.84
0
2022-Q3
Increased
123,963
+1.2%
$21.2M1.0%$160.92
45
2022-Q2
Increased
122,526
+9.7%
$21.6M1.0%$165.19
44
2022-Q1
Decreased
111,737
-2.6%
$23.7M1.1%$198.67
0
2021-Q4
Increased
114,667
+845.7%
$25.9M1.1%$210.74
73
2021-Q3
Increased
12,125
+0.2%
$2.7M0.2%$202.91
31
2021-Q2
Decreased
12,097
-12.4%
$2.7M0.2%$208.50
0
2021-Q1
Increased
13,817
+12.2%
$3M0.3%$197.64
35
2020-Q4
First report
12,311
-
$2.4M0.7%$179.24
0

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

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