Back to NewEdge Wealth, LLC NewEdge Wealth, LLC

VTIVTI
19 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in VANGUARD TOTAL STOCK MARKET VIPERS

NewEdge Wealth, LLC holds 160,346 shares of VTI (VANGUARD TOTAL STOCK MARKET VIPERS), worth $59.3M as of 2026-Q2. The position was increased (+3.2% shares). VTI represents 0.6% of NewEdge Wealth, LLC's 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%$370.04
43
2026-Q1
Decreased
155,397
-30.8%
$49.9M0.6%$319.89
0
2025-Q4
Increased
224,567
+84.0%
$75.3M0.9%$333.26
65
2025-Q3
Increased
122,054
+2.0%
$40.7M0.6%$325.28
42
2025-Q2
Increased
119,670
+15.6%
$37.2M0.6%$300.42
47
2025-Q1
Increased
103,552
+6.5%
$28.5M0.5%$270.85
43
2024-Q4
Increased
97,210
+4.3%
$28.2M0.5%$284.60
36
2024-Q3
Increased
93,192
+1.3%
$26.4M0.5%$277.18
35
2024-Q2
Increased
92,029
+0.5%
$24.6M0.5%$262.63
40
2024-Q1
Increased
91,608
+0.1%
$23M0.5%$254.25
40
2023-Q4
Increased
91,538
+59.5%
$21.7M0.6%$231.25
58
2023-Q3
Increased
57,389
+4.3%
$12.2M0.4%$206.18
35
2023-Q2
Increased
55,022
+17.9%
$12.1M0.4%$211.77
39
2023-Q1
Decreased
46,684
-1.4%
$9.5M0.4%$195.47
0
2022-Q4
Increased
47,371
+2.8%
$9.1M0.4%$183.47
34
2022-Q3
Decreased
46,091
-19.9%
$8.3M0.4%$170.37
0
2022-Q2
Increased
57,522
+2.5%
$10.9M0.5%$178.30
34
2022-Q1
Decreased
56,137
-17.9%
$12.8M0.6%$214.35
0
2021-Q4
New
68,406
-
$16.5M0.7%$226.61
55

Other major holders of VTI: Rakuten Investment Management, Inc., Steward Partners Investment Advisory, LLC, VANGUARD GROUP INC

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