New Edge Advisors, LLC Vanguard Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, New Edge Advisors, LLC holds 139,536 shares of VGSH stock, worth $8.19 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
139,536
Previous 94,261
48.03%
Holding current value
$8.19 Million
Previous $5.54 Million
48.21%
% of portfolio
0.04%
Previous 0.03%
Shares
28 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio