Position history for NewEdge Wealth, LLC's holdings in VANGUARD SCOTTSDALE FDS
NewEdge Wealth, LLC holds 2M shares of VGSH (VANGUARD SCOTTSDALE FDS), worth $116M as of 2025-Q4. The position was increased (++908.1% shares). VGSH represents 1.3% of NewEdge Wealth, LLC's portfolio.
Current Value
$116M
Current Shares
2M
Total Value Change
+$110.8M
Total Shares Change
+1.9M
Other major holders of VGSH: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, JPMORGAN CHASE & CO
Increased |
| 2M |
+908.1% |
| $116M |
| 1.3% |
| $58.58 |
76 |
| 2025-Q3 | Increased | 195,868 | +11.6% | $11.5M | 0.2% | $57.89 | 37 |
| 2025-Q2 | Increased | 175,456 | +5.5% | $10.3M | 0.2% | $57.24 | 35 |
| 2025-Q1 | Increased | 166,240 | +104.2% | $9.8M | 0.2% | $56.58 | 53 |
| 2024-Q4 | Decreased | 81,408 | -14.1% | $4.7M | 0.1% | $55.69 | 0 |
| 2024-Q3 | Increased | 94,713 | +6.2% | $5.6M | 0.1% | $55.82 | 34 |
| 2024-Q2 | Increased | 89,195 | +0.1% | $5.2M | 0.1% | $54.18 | 32 |