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Edge Capital Group’s Vanguard Information Technology ETF VGT Stock Holding History

Edge Capital Group’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$5.89M Sell
75,744
-872
-1% -$67K 0.26% 77
2024
Q3 		$5.62M Sell
76,616
-199,344
-72% -$14.2M 0.25% 80
2024
Q2 		$19.9M Buy
275,960
+71,760
+35% +$4.77M 0.96% 28
2024
Q1 		$13.4M Sell
204,200
-36,944
-15% -$2.34M 0.67% 36
2023
Q4 		$14.6M Buy
241,144
+17,600
+8% +$981K 0.81% 30
2023
Q3 		$11.6M Sell
223,544
-19,240
-8% -$1.05M 0.75% 31
2023
Q2 		$13.4M Sell
242,784
-2,792
-1% -$140K 0.77% 29
2023
Q1 		$11.8M Buy
245,576
+9,416
+4% +$416K 0.73% 32
2022
Q4 		$9.43M Buy
236,160
+52,376
+28% +$2.14M 0.66% 37
2022
Q3 		$7.06M Buy
183,784
+118,192
+180% +$5.2M 0.58% 39
2022
Q2 		$2.68M Buy
65,592
+27,440
+72% +$1.24M 0.23% 87
2022
Q1 		$1.99M Buy
38,152
+272
+0.7% +$14K 0.14% 106
2021
Q4 		$2.17M Hold
37,880
– – 0.15% 103
2021
Q3 		$1.9M Hold
37,880
– – 0.15% 102
2021
Q2 		$1.89M Sell
37,880
-11,216
-23% -$529K 0.15% 101
2021
Q1 		$2.2M Sell
49,096
-14,320
-23% -$644K 0.18% 91
2020
Q4 		$2.8M Buy
63,416
+6,440
+11% +$265K 0.24% 80
2020
Q3 		$2.22M Sell
56,976
-20,608
-27% -$776K 0.22% 82
2020
Q2 		$2.7M Sell
77,584
-200
-0.3% -$6.24K 0.28% 75
2020
Q1 		$2.06M Sell
77,784
-712
-0.9% -$21.6K 0.25% 76
2019
Q4 		$2.4M Hold
78,496
– – 0.23% 78
2019
Q3 		$2.12M Sell
78,496
-200
-0.3% -$5.38K 0.21% 85
2019
Q2 		$2.08M Sell
78,696
-23,760
-23% -$613K 0.2% 89
2019
Q1 		$2.57M Sell
102,456
-20,320
-17% -$472K 0.25% 76
2018
Q4 		$2.56M Buy
+122,776
New +$2.78M 0.28% 73

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Edge Capital Group reduced its Vanguard Information Technology ETF (VGT) stake by 1.1% in Q4 2024, selling an estimated $67K and leaving 75,744 shares worth $5.89M. The position accounts for 0.26% of the portfolio, ranked #77.

Edge Capital Group first reported a position in VGT in Q4 2018 and has held it in 25 quarters since. The position peaked at $19.9M in Q2 2024. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • Edge Capital Group held 75,744 shares of Vanguard Information Technology ETF worth $5.89M as of Q4 2024.
  • Edge Capital Group sold 872 Vanguard Information Technology ETF shares in Q4 2024, an estimated $67K.
  • Vanguard Information Technology ETF made up 0.26% of Edge Capital Group's portfolio in Q4 2024, its #77 holding.
  • Edge Capital Group first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Vanguard Information Technology ETF position peaked at $19.9M in Q2 2024.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

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