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VGUSVGUS
5 quarters

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

NewEdge Wealth, LLC holds 48,517 shares of VGUS (VANGUARD INSTL INDEX FD), worth $3.7M as of 2026-Q2. The position was increased (+291.0% shares). VGUS represents 0.0% of NewEdge Wealth, LLC's portfolio.

Current Value

$3.7M

Current Shares

48,517

Total Value Change

+$3.3M

Total Shares Change

+43,517

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
48,517
+291.0%
$3.7M0.0%$75.21
43
2026-Q1
Increased
12,408
+148.2%
$938,7890.0%$74.56
40
2025-Q4
Unchanged
5,000
0.0%
$377,3250.0%$73.96
0
2025-Q3
Unchanged
5,000
0.0%
$377,2750.0%$73.22
0
2025-Q2
New
5,000
-
$377,0250.0%$72.41
33

Other major holders of VGUS: LPL Financial LLC, Lido Advisors, LLC, BANK OF AMERICA CORP /DE/

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