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Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in VANGUARD GROWTH ETF

NewEdge Wealth, LLC holds 283,847 shares of VUG (VANGUARD GROWTH ETF), worth $24.5M as of 2026-Q2. The position was increased (+507.0% shares). VUG represents 0.2% of NewEdge Wealth, LLC's portfolio.

Current Value

$24.5M

Current Shares

283,847

Total Value Change

+$13.5M

Total Shares Change

+255,433

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
283,847
+507.0%
$24.5M0.2%$86.14
55
2026-Q1
Increased
46,759
+19.6%
$20.4M0.2%$72.72
40
2025-Q4
Increased
39,090
+0.6%
$19.1M0.2%$81.13
34
2025-Q3
Increased
38,856
+1.6%
$19.2M0.3%$79.68
34
2025-Q2
Increased
38,262
+31.1%
$17.4M0.3%$72.75
43
2025-Q1
Increased
29,178
+2.2%
$10.8M0.2%$61.47
34
2024-Q4
Increased
28,560
+0.5%
$11.7M0.2%$67.95
33
2024-Q3
Decreased
28,414
-2.7%
$10.9M0.2%$63.48
0

Other major holders of VUG: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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