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VOTVOT
23 quarters

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

NewEdge Wealth, LLC holds 41,693 shares of VOT (VANGUARD INDEX FDS), worth $12.8M as of 2026-Q2. The position was increased (+0.1% shares). VOT represents 0.1% of NewEdge Wealth, LLC's portfolio.

Current Value

$12.8M

Current Shares

41,693

Total Value Change

+$7.9M

Total Shares Change

+18,931

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
41,693
+0.1%
$12.8M0.1%$305.90
33
2026-Q1
Increased
41,639
+15.3%
$10.7M0.1%$256.67
38
2025-Q4
Decreased
36,100
-6.8%
$10.1M0.1%$277.86
0
2025-Q3
Increased
38,752
+17.2%
$11.1M0.2%$291.94
39
2025-Q2
Increased
33,065
+1.6%
$9.5M0.1%$282.18
34
2025-Q1
Decreased
32,550
-3.4%
$8M0.1%$242.37
0
2024-Q4
Decreased
33,700
-3.2%
$8.6M0.1%$250.95
0
2024-Q3
Decreased
34,816
-0.1%
$8.5M0.2%$240.31
0
2024-Q2
Decreased
34,853
-23.6%
$8M0.2%$226.21
0
2024-Q1
Decreased
45,617
-5.2%
$10.3M0.2%$231.95
0
2023-Q4
Increased
48,105
+0.1%
$10.6M0.3%$215.62
33
2023-Q3
Increased
48,049
+0.0%
$9.4M0.3%$190.77
33
2023-Q2
Decreased
48,037
-0.9%
$9.9M0.3%$201.22
0
2023-Q1
Increased
48,453
+6.5%
$9.4M0.4%$190.28
35
2022-Q4
Increased
45,480
+10.7%
$8.2M0.4%$175.15
36
2022-Q3
Decreased
41,068
-0.6%
$7M0.3%$165.79
0
2022-Q2
Decreased
41,325
-7.0%
$7.2M0.3%$170.13
0
2022-Q1
Decreased
44,450
-17.5%
$9.9M0.4%$215.77
0
2021-Q4
Increased
53,853
+7.7%
$13.7M0.6%$246.23
43
2021-Q3
Increased
49,983
+0.1%
$11.8M0.7%$228.21
39
2021-Q2
Increased
49,909
+1.7%
$11.8M0.9%$228.11
40
2021-Q1
Increased
49,062
+115.5%
$10.5M1.0%$206.95
71
2020-Q4
First report
22,762
-
$4.8M1.5%$204.35
0

Other major holders of VOT: BNP PARIBAS FINANCIAL MARKETS, MORGAN STANLEY

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