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VTVVTV
Showing 8 of 23 quarters

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

Yes. Newedge Group holds 241,853 shares of VTV, worth $52.7M, as of its Q2 2026 13F filing. It reduced the position by 6,380 shares (-2.6%) from Q1 2026. Newedge Group has held VTV in every 13F on record since Q4 2020, 23 quarterly filings. VTV is 0.5% of Newedge Group's reported 13F portfolio.

Current Value

$52.7M

Current Shares

241,853

Total Value Change

+$1.9M

Total Shares Change

-49,265

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
241,853
-2.6%
$52.7M0.5%$216.93
0
2026-Q1
Decreased
248,233
-1.8%
$48.7M0.6%$194.34
0
2025-Q4
Decreased
252,746
-0.7%
$48.3M0.5%$188.14
0
2025-Q3
Decreased
254,429
-2.4%
$47.1M0.7%$182.76
0
2025-Q2
Decreased
260,596
-5.3%
$46.1M0.7%$172.33
0
2025-Q1
Decreased
275,306
-2.7%
$47.6M0.9%$167.51
0
2024-Q4
Decreased
283,056
-2.8%
$47.9M0.8%$163.22
0
2024-Q3
Increased
291,118
+15.4%
$50.8M0.9%$167.33
47

Other major holders of VTV: BANK OF AMERICA CORP /DE/

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