Ownership history in NewEdge Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which NewEdge Wealth, LLC reported a position in VANGUARD SCOTTSDALE FDS (VGSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,974,566 | +1,778,698 | +908.1% | 1.31% | $116.0M | $58.38 |
| 2025 Q3 | ADDED | 195,868 | +20,412 | +11.6% | 0.16% | $11.5M | $57.75 |
| 2025 Q2 | ADDED | 175,456 | +9,216 | +5.5% | 0.16% | $10.3M | $57.10 |
| 2025 Q1 | ADDED | 166,240 | +84,832 | +104.2% | 0.18% | $9.8M | $56.42 |
| 2024 Q4 | REDUCED | 81,408 | -13,305 | -14.0% | 0.08% | $4.7M | $55.56 |
| 2024 Q3 | ADDED | 94,713 | +5,518 | +6.2% | 0.10% | $5.6M | $55.58 |
| 2024 Q2 | ADDED | 89,195 | +126 | +0.1% | 0.11% | $5.2M | $54.03 |
| 2024 Q1 | REDUCED | 89,069 | -143,794 | -61.8% | 0.12% | $5.1M | $53.54 |
| 2023 Q4 | REDUCED | 232,863 | -55,944 | -19.4% | 0.35% | $13.6M | $53.42 |
| 2023 Q3 | REDUCED | 288,807 | -33,385 | -10.4% | 0.53% | $16.6M | $52.07 |
As of 2025 Q4 — sorted by position size