Edge Capital Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Edge Capital Group’s Portfolio VCIT Stock Details VCIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$327K	Buy	8,666 +4,588	+113%	+$375K	0.01%	257
2024 Q3	$342K	Hold	4,078	–	–	0.02%	254
2024 Q2	$326K	Sell	4,078 -3,832	-48%	-$304K	0.02%	257
2024 Q1	$637K	Sell	7,910 -2,500	-24%	-$201K	0.03%	196
2023 Q4	$846K	Buy	+10,410	New	+$804K	0.05%	180
2020 Q3	–	Sell	-4,366	Closed	-$415K	–	255
2020 Q2	$415K	Buy	+4,366	New	+$402K	0.04%	162
2020 Q1	–	Sell	-22,970	Closed	-$2.1M	–	238
2019 Q4	$2.1M	Buy	22,970 +11,880	+107%	+$1.08M	0.2%	85
2019 Q3	$1.01M	Buy	11,090 +3,130	+39%	+$284K	0.1%	123
2019 Q2	$715K	Sell	7,960 -1,030	-11%	-$90.1K	0.07%	150
2019 Q1	$781K	Sell	8,990 -5,810	-39%	-$493K	0.08%	141
2018 Q4	$1.23M	Buy	+14,800	New	+$1.22M	0.13%	100

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Edge Capital Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 113% in Q4 2024, buying an estimated $375K and bringing the position to 8,666 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #257.

Edge Capital Group first reported a position in VCIT in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.1M in Q4 2019. 1,176 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Edge Capital Group held 8,666 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $327K as of Q4 2024.
Edge Capital Group bought 4,588 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $375K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #257 holding.
Edge Capital Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and has held it in 11 quarters since.
Edge Capital Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.1M in Q4 2019.
1,176 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

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