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

Edge Capital Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.57M Buy
7,904
+240
+3% +$49.3K 0.07% 137
2024
Q3 		$1.54M Buy
7,664
+7
+0.1% +$1.35K 0.07% 138
2024
Q2 		$1.4M Sell
7,657
-373
-5% -$68.9K 0.07% 141
2024
Q1 		$1.54M Buy
8,030
+382
+5% +$68.9K 0.08% 136
2023
Q4 		$1.38M Buy
7,648
+22
+0.3% +$3.59K 0.08% 142
2023
Q3 		$1.22M Sell
7,626
-82
-1% -$13.7K 0.08% 141
2023
Q2 		$1.27M Buy
7,708
+1,046
+16% +$165K 0.07% 159
2023
Q1 		$1.06M Buy
6,662
+5
+0.1% +$828 0.07% 165
2022
Q4 		$1.06M Buy
6,657
+638
+11% +$102K 0.07% 135
2022
Q3 		$863K Buy
6,019
+2,328
+63% +$370K 0.07% 141
2022
Q2 		$553K Buy
3,691
+396
+12% +$64.9K 0.05% 182
2022
Q1 		$580K Buy
3,295
+91
+3% +$15.8K 0.04% 184
2021
Q4 		$573K Buy
3,204
+3
+0.1% +$534 0.04% 185
2021
Q3 		$542K Buy
3,201
+1
+0% +$171 0.04% 177
2021
Q2 		$556K Sell
3,200
-2
-0.1% -$347 0.04% 176
2021
Q1 		$530K Buy
3,202
+2
+0.1% +$315 0.04% 175
2020
Q4 		$455K Buy
3,200
+5
+0.2% +$645 0.04% 178
2020
Q3 		$354K Buy
3,195
+2
+0.1% +$224 0.04% 185
2020
Q2 		$341K Sell
3,193
-898
-22% -$90.1K 0.04% 178
2020
Q1 		$363K Buy
4,091
+682
+20% +$82.7K 0.04% 164
2019
Q4 		$467K Sell
3,409
-240
-7% -$31.8K 0.05% 172
2019
Q3 		$470K Sell
3,649
-55
-1% -$7.04K 0.05% 168
2019
Q2 		$484K Sell
3,704
-688
-16% -$89.5K 0.05% 174
2019
Q1 		$565K Sell
4,392
-335
-7% -$42.6K 0.06% 165
2018
Q4 		$539K Buy
+4,727
New +$598K 0.06% 154

Other funds holding VBR

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Edge Capital Group increased its Vanguard Small-Cap Value ETF (VBR) stake by 3.1% in Q4 2024, buying an estimated $49.3K and bringing the position to 7,904 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #137.

Edge Capital Group first reported a position in VBR in Q4 2018 and has held it in 25 quarters since. 1,587 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

  • Edge Capital Group held 7,904 shares of Vanguard Small-Cap Value ETF worth $1.57M as of Q4 2024.
  • Edge Capital Group bought 240 Vanguard Small-Cap Value ETF shares in Q4 2024, an estimated $49.3K.
  • Vanguard Small-Cap Value ETF made up 0.07% of Edge Capital Group's portfolio in Q4 2024, its #137 holding.
  • Edge Capital Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2018 and has held it in 25 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2024.

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