Back to NewEdge Wealth, LLC NewEdge Wealth, LLC

VOTVOT
23 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in VANGUARD MID-CAP GROWTH ETF

NewEdge Wealth, LLC holds 41,693 shares of VOT (VANGUARD MID-CAP GROWTH ETF), 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%$306.30
33
2026-Q1
Increased
41,639
+15.3%
$10.7M0.1%$274.95
38
2025-Q4
Decreased
36,100
-6.8%
$10.1M0.1%$282.13
0
2025-Q3
Increased
38,752
+17.2%
$11.1M0.2%$292.78
39
2025-Q2
Increased
33,065
+1.6%
$9.5M0.1%$281.02
34
2025-Q1
Decreased
32,550
-3.4%
$8M0.1%$242.97
0
2024-Q4
Decreased
33,700
-3.2%
$8.6M0.1%$253.44
0
2024-Q3
Decreased
34,816
-0.1%
$8.5M0.2%$240.83
0
2024-Q2
Decreased
34,853
-23.6%
$8M0.2%$227.25
0
2024-Q1
Decreased
45,617
-5.2%
$10.3M0.2%$233.03
0
2023-Q4
Increased
48,105
+0.1%
$10.6M0.3%$216.62
33
2023-Q3
Increased
48,049
+0.0%
$9.4M0.3%$191.65
33
2023-Q2
Decreased
48,037
-0.9%
$9.9M0.3%$200.22
0
2023-Q1
Increased
48,453
+6.5%
$9.4M0.4%$187.86
35
2022-Q4
Increased
45,480
+10.7%
$8.2M0.4%$175.96
36
2022-Q3
Decreased
41,068
-0.6%
$7M0.3%$167.91
0
2022-Q2
Decreased
41,325
-7.0%
$7.2M0.3%$172.70
0
2022-Q1
Decreased
44,450
-17.5%
$9.9M0.4%$219.50
0
2021-Q4
Increased
53,853
+7.7%
$13.7M0.6%$248.12
43
2021-Q3
Increased
49,983
+0.1%
$11.8M0.7%$230.44
39
2021-Q2
Increased
49,909
+1.7%
$11.8M0.9%$230.09
40
2021-Q1
Increased
49,062
+115.5%
$10.5M1.0%$205.08
71
2020-Q4
New
22,762
-
$4.8M1.5%$205.11
61

Other major holders of VOT: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, ROYAL BANK OF CANADA, MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used