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VTI
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
155,397
-30.8%
$49.9M0.6%$335.73
0
2025-Q4
Increased
224,567
+84.0%
$75.3M0.9%$337.85
65
2025-Q3
Increased
122,054
+2.0%
$40.7M0.6%$326.17
42
2025-Q2
Increased
119,670
+15.6%
$37.2M0.6%$300.71
47
2025-Q1
Increased
103,552
+6.5%
$28.5M0.5%$271.08
43
2024-Q4
Increased
97,210
+4.3%
$28.2M0.5%$287.31
36
2024-Q3
Increased
93,192
+1.3%
$26.4M0.5%$277.75
35
2024-Q2
Increased
92,029
+0.5%
$24.6M0.5%$262.63
40

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

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