Edge Capital Group’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$312K	Sell	79 -2,496	-97%	-$318K	0.01%	260
2024 Q3	$315K	Hold	2,575	–	–	0.01%	258
2024 Q2	$328K	Buy	2,575 +5	+0.2%	+$651	0.02%	254
2024 Q1	$338K	Hold	2,570	–	–	0.02%	250
2023 Q4	$301K	Hold	2,570	–	–	0.02%	252
2023 Q3	$326K	Hold	2,570	–	–	0.02%	228
2023 Q2	$290K	Hold	2,570	–	–	0.02%	263
2023 Q1	$294K	Buy	+2,570	New	+$305K	0.02%	256

Other funds holding VDE

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Edge Capital Group reduced its Vanguard Energy ETF (VDE) stake by 97% in Q4 2024, selling an estimated $318K and leaving 79 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #260.

Edge Capital Group first reported a position in VDE in Q1 2023 and has held it in 8 quarters since. The position peaked at $338K in Q1 2024. 692 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

Edge Capital Group held 79 shares of Vanguard Energy ETF worth $312K as of Q4 2024.
Edge Capital Group sold 2,496 Vanguard Energy ETF shares in Q4 2024, an estimated $318K.
Vanguard Energy ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #260 holding.
Edge Capital Group first reported a position in Vanguard Energy ETF in Q1 2023 and has held it in 8 quarters since.
Edge Capital Group's Vanguard Energy ETF position peaked at $338K in Q1 2024.
692 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

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