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Vanguard Instl Index shares owned by NewEdge Wealth

Quarter-by-quarter ownership of Vanguard Instl Index (VBIL) shares owned by NewEdge Wealth from 13F filings

Historical chart of NewEdge Wealth investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Instl Index by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.5M 112k 75.44
2025-06-30 $5.8M 77k 75.41

More positions owned by NewEdge Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Blackstone Group Inc Com Cl A (BX)
Wells Fargo & Company (WFC)
Gilead Sciences (GILD)
AutoZone (AZO)
Home Depot (HD)
Lam Research Corp Com New (LRCX)
Kla Corp Com New (KLAC)

View all positions for NewEdge Wealth

Top funds holding Vanguard Instl Index

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Cypress Capital
Nicholas Hoffman & Company
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Pathway Financial Advisors
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View all funds holding Vanguard Instl Index