Skip to content
Disclosery

NewEdge Wealth, LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Wealth, LLC on VGSH, newest first. How the timeline and the estimate are built.

NewEdge Wealth, LLC held 2,312,922 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,312,922 shares
    Change vs previous 13F +72,313 shares

    1.36% of the 13F portfolio, value $134,612,049.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,240,609 shares
    Change vs previous 13F +266,043 shares

    1.57% of the 13F portfolio, value $131,165,260.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,974,566 shares
    Change vs previous 13F +1,778,698 shares

    1.31% of the 13F portfolio, value $115,966,288.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 195,868 shares
    Change vs previous 13F +20,412 shares

    0.16% of the 13F portfolio, value $11,485,696.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 175,456 shares
    Change vs previous 13F +9,216 shares

    0.16% of the 13F portfolio, value $10,287,008.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 166,240 shares
    Change vs previous 13F +84,832 shares

    0.18% of the 13F portfolio, value $9,756,635.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 81,408 shares
    Change vs previous 13F -13,305 shares

    0.08% of the 13F portfolio, value $4,736,302.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 94,713 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,589,978.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).