Position history for NewEdge Wealth, LLC's holdings in VANGUARD INDEX FDS
NewEdge Wealth, LLC holds 224,567 shares of VTI (VANGUARD INDEX FDS), worth $75.3M as of 2025-Q4. The position was increased (++84.0% shares). VTI represents 0.9% of NewEdge Wealth, LLC's portfolio.
Current Value
$75.3M
Current Shares
224,567
Total Value Change
+$50.7M
Total Shares Change
+132,538
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
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 |