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VOO
Showing 8 of 19 quarters

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

NewEdge Wealth, LLC holds 198,432 shares of VOO (VANGUARD INDEX FDS), worth $118.6M as of 2026-Q1. The position was decreased (-8.6% shares). VOO represents 1.4% of NewEdge Wealth, LLC's portfolio.

Current Value

$118.6M

Current Shares

198,432

Total Value Change

+$104.6M

Total Shares Change

+170,448

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
198,432
-8.6%
$118.6M1.4%$625.72
0
2025-Q4
Increased
217,086
+303.4%
$136.1M1.5%$631.72
77
2025-Q3
Increased
53,814
+18.4%
$33.5M0.5%$608.41
41
2025-Q2
Decreased
45,450
-2.9%
$26.4M0.4%$562.00
0
2025-Q1
Increased
46,812
+45.0%
$24.1M0.4%$506.34
46
2024-Q4
Increased
32,293
+3.5%
$17.4M0.3%$534.42
35
2024-Q3
Increased
31,200
+11.5%
$16.5M0.3%$517.34
38
2024-Q2
Decreased
27,984
-3.8%
$14M0.3%$490.95
0

Other major holders of VOO: VANGUARD GROUP INC, Vanguard Global Advisers, LLC, CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM

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