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VOOVOO
20 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in VANGUARD S&P 500 ETF

NewEdge Wealth, LLC holds 209,049 shares of VOO (VANGUARD S&P 500 ETF), worth $143.6M as of 2026-Q2. The position was increased (+5.3% shares). VOO represents 1.4% of NewEdge Wealth, LLC's portfolio.

Current Value

$143.6M

Current Shares

209,049

Total Value Change

+$143.2M

Total Shares Change

+208,126

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
209,049
+5.3%
$143.6M1.4%$686.81
50
2026-Q1
Decreased
198,432
-8.6%
$118.6M1.4%$595.81
0
2025-Q4
Increased
217,086
+303.4%
$136.1M1.5%$623.34
77
2025-Q3
Increased
53,814
+18.4%
$33.5M0.5%$606.96
41
2025-Q2
Decreased
45,450
-2.9%
$26.4M0.4%$561.40
0
2025-Q1
Increased
46,812
+45.0%
$24.1M0.4%$506.35
46
2024-Q4
Increased
32,293
+3.5%
$17.4M0.3%$529.05
35
2024-Q3
Increased
31,200
+11.5%
$16.5M0.3%$516.46
38
2024-Q2
Decreased
27,984
-3.8%
$14M0.3%$490.95
0
2024-Q1
Increased
29,086
+53.1%
$13.5M0.3%$470.20
47
2023-Q4
Increased
18,997
+10.1%
$8.3M0.2%$425.89
36
2023-Q3
Increased
17,259
+16.1%
$6.8M0.2%$381.32
38
2023-Q2
Increased
14,871
+19.4%
$6.1M0.2%$391.59
38
2023-Q1
Increased
12,454
+14.5%
$4.7M0.2%$360.17
37
2022-Q4
Decreased
10,876
-21.6%
$3.8M0.2%$337.14
0
2022-Q3
Increased
13,880
+1.3%
$4.6M0.2%$311.64
32
2022-Q2
Decreased
13,703
-6.8%
$4.8M0.2%$327.83
0
2022-Q1
Increased
14,700
+12.8%
$6.1M0.3%$390.77
37
2021-Q4
Increased
13,031
+1311.8%
$5.7M0.2%$409.54
52
2021-Q3
New
923
-
$364,0000.0%$368.63
33

Other major holders of VOO: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, Vanguard Global Advisers, LLC, VANGUARD GROUP INC

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