Position history for NewEdge Wealth, LLC's holdings in VANGUARD INDEX FDS
NewEdge Wealth, LLC holds 155,397 shares of VTI (VANGUARD INDEX FDS), worth $49.9M as of 2026-Q1. The position was decreased (-30.8% shares). VTI represents 0.6% of NewEdge Wealth, LLC's portfolio.
Current Value
$49.9M
Current Shares
155,397
Total Value Change
+$25.2M
Total Shares Change
+63,368
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Decreased |
| 155,397 |
-30.8% |
| $49.9M |
| 0.6% |
| $335.73 |
0 |
| 2025-Q4 | Increased | 224,567 | +84.0% | $75.3M | 0.9% | $337.85 | 65 |
| 2025-Q3 | Increased | 122,054 | +2.0% | $40.7M | 0.6% | $326.17 | 42 |
| 2025-Q2 | Increased | 119,670 | +15.6% | $37.2M | 0.6% | $300.71 | 47 |
| 2025-Q1 | Increased | 103,552 | +6.5% | $28.5M | 0.5% | $271.08 | 43 |
| 2024-Q4 | Increased | 97,210 | +4.3% | $28.2M | 0.5% | $287.31 | 36 |
| 2024-Q3 | Increased | 93,192 | +1.3% | $26.4M | 0.5% | $277.75 | 35 |
| 2024-Q2 | Increased | 92,029 | +0.5% | $24.6M | 0.5% | $262.63 | 40 |