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Edge Capital Group’s Vanguard Small-Cap ETF VB Stock Holding History

Edge Capital Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$7.19M Buy
29,917
+172
+0.6% +$42.3K 0.32% 63
2024
Q3 		$7.06M Buy
29,745
+262
+0.9% +$59.5K 0.31% 69
2024
Q2 		$6.43M Sell
29,483
-720
-2% -$158K 0.31% 71
2024
Q1 		$6.9M Buy
30,203
+233
+0.8% +$50.1K 0.34% 67
2023
Q4 		$6.39M Buy
29,970
+2,758
+10% +$531K 0.36% 66
2023
Q3 		$5.15M Sell
27,212
-1,999
-7% -$398K 0.33% 65
2023
Q2 		$5.81M Buy
29,211
+1,948
+7% +$368K 0.33% 69
2023
Q1 		$5.17M Sell
27,263
-4,552
-14% -$883K 0.32% 70
2022
Q4 		$5.84M Sell
31,815
-22,993
-42% -$4.26M 0.41% 58
2022
Q3 		$9.37M Buy
54,808
+25,543
+87% +$4.82M 0.77% 30
2022
Q2 		$5.15M Sell
29,265
-20,118
-41% -$3.88M 0.45% 52
2022
Q1 		$10.5M Buy
49,383
+14,456
+41% +$3.04M 0.72% 34
2021
Q4 		$7.89M Buy
34,927
+8,420
+32% +$1.91M 0.56% 45
2021
Q3 		$5.8M Buy
26,507
+3,589
+16% +$798K 0.46% 53
2021
Q2 		$5.16M Buy
22,918
+146
+0.6% +$32.4K 0.41% 56
2021
Q1 		$4.88M Sell
22,772
-801
-3% -$169K 0.41% 61
2020
Q4 		$4.59M Sell
23,573
-373
-2% -$65.8K 0.39% 63
2020
Q3 		$3.68M Sell
23,946
-854
-3% -$131K 0.37% 59
2020
Q2 		$3.61M Buy
24,800
+9,556
+63% +$1.28M 0.38% 60
2020
Q1 		$1.76M Sell
15,244
-4,132
-21% -$621K 0.21% 83
2019
Q4 		$3.21M Buy
19,376
+127
+0.7% +$20.2K 0.31% 69
2019
Q3 		$2.96M Sell
19,249
-55
-0.3% -$8.53K 0.3% 71
2019
Q2 		$3.02M Sell
19,304
-10,820
-36% -$1.67M 0.29% 74
2019
Q1 		$4.6M Sell
30,124
-2,224
-7% -$331K 0.45% 56
2018
Q4 		$4.27M Buy
+32,348
New +$4.71M 0.46% 53

Other funds holding VB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Edge Capital Group's VB Position: Q4 2024 in Review

Edge Capital Group increased its Vanguard Small-Cap ETF (VB) stake by 0.58% in Q4 2024, buying an estimated $42.3K and bringing the position to 29,917 shares worth $7.19M. The position accounts for 0.32% of the portfolio, ranked #63.

Edge Capital Group first reported a position in VB in Q4 2018 and has held it in 25 quarters since. The position peaked at $10.5M in Q1 2022. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Edge Capital Group held 29,917 shares of Vanguard Small-Cap ETF worth $7.19M as of Q4 2024.
  • Edge Capital Group bought 172 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $42.3K.
  • Vanguard Small-Cap ETF made up 0.32% of Edge Capital Group's portfolio in Q4 2024, its #63 holding.
  • Edge Capital Group first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Vanguard Small-Cap ETF position peaked at $10.5M in Q1 2022.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.