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VTIVTI
19 quarters

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

Yes. Newedge Group holds 160,346 shares of VTI, worth $59.3M, as of its Q2 2026 13F filing. It increased the position by 4,949 shares (+3.2%) from Q1 2026. Newedge Group has held VTI since Q4 2021, across 19 quarterly 13F filings. VTI is 0.6% of Newedge Group's reported 13F portfolio.

Current Value

$59.3M

Current Shares

160,346

Total Value Change

+$42.8M

Total Shares Change

+91,940

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
160,346
+3.2%
$59.3M0.6%$369.11
43
2026-Q1
Decreased
155,397
-30.8%
$49.9M0.6%$319.08
0
2025-Q4
Increased
224,567
+84.0%
$75.3M0.9%$332.43
65
2025-Q3
Increased
122,054
+2.0%
$40.7M0.6%$324.47
42
2025-Q2
Increased
119,670
+15.6%
$37.2M0.6%$299.67
47
2025-Q1
Increased
103,552
+6.5%
$28.5M0.5%$270.17
43
2024-Q4
Increased
97,210
+4.3%
$28.2M0.5%$283.89
36
2024-Q3
Increased
93,192
+1.3%
$26.4M0.5%$276.48
35
2024-Q2
Increased
92,029
+0.5%
$24.6M0.5%$260.40
40
2024-Q1
Increased
91,608
+0.1%
$23M0.5%$252.10
40
2023-Q4
Increased
91,538
+59.5%
$21.7M0.6%$229.29
58
2023-Q3
Increased
57,389
+4.3%
$12.2M0.4%$204.43
35
2023-Q2
Increased
55,022
+17.9%
$12.1M0.4%$211.23
39
2023-Q1
Decreased
46,684
-1.4%
$9.5M0.4%$194.97
0
2022-Q4
Increased
47,371
+2.8%
$9.1M0.4%$181.91
34
2022-Q3
Decreased
46,091
-19.9%
$8.3M0.4%$169.94
0
2022-Q2
Increased
57,522
+2.5%
$10.9M0.5%$177.85
34
2022-Q1
Decreased
56,137
-17.9%
$12.8M0.6%$213.81
0
2021-Q4
New
68,406
-
$16.5M0.7%$226.04
55

Other major holders of VTI: Rakuten Investment Management, Inc., VANGUARD GROUP INC

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