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Edge Capital Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Edge Capital Group’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$32.5M Buy
166,091
+5,787
+4% +$1.16M 1.45% 14
2024
Q3 		$31.7M Buy
160,304
+16,831
+12% +$3.2M 1.41% 13
2024
Q2 		$26.2M Sell
143,473
-6,008
-4% -$1.08M 1.27% 16
2024
Q1 		$27.3M Sell
149,481
-14,005
-9% -$2.46M 1.36% 13
2023
Q4 		$27.9M Sell
163,486
-10,571
-6% -$1.7M 1.55% 12
2023
Q3 		$27M Buy
174,057
+10,523
+6% +$1.71M 1.75% 10
2023
Q2 		$26.6M Buy
163,534
+727
+0.4% +$114K 1.53% 14
2023
Q1 		$25.1M Sell
162,807
-17,018
-9% -$2.61M 1.55% 13
2022
Q4 		$27.3M Buy
179,825
+8,509
+5% +$1.27M 1.91% 9
2022
Q3 		$23.2M Sell
171,316
-645
-0.4% -$96K 1.9% 10
2022
Q2 		$24.7M Sell
171,961
-9,222
-5% -$1.4M 2.13% 10
2022
Q1 		$29.4M Sell
181,183
-25,160
-12% -$4.06M 2.01% 9
2021
Q4 		$35.4M Buy
206,343
+5,651
+3% +$931K 2.51% 7
2021
Q3 		$30.8M Sell
200,692
-16,442
-8% -$2.62M 2.45% 7
2021
Q2 		$33.6M Sell
217,134
-4,465
-2% -$685K 2.68% 6
2021
Q1 		$32.6M Sell
221,599
-32,954
-13% -$4.69M 2.73% 6
2020
Q4 		$35.9M Sell
254,553
-4,965
-2% -$673K 3.03% 6
2020
Q3 		$33.4M Buy
259,518
+62,262
+32% +$7.83M 3.34% 6
2020
Q2 		$23.1M Buy
197,256
+5,636
+3% +$642K 2.42% 6
2020
Q1 		$19.8M Buy
191,620
+42,902
+29% +$5.12M 2.36% 6
2019
Q4 		$18.5M Sell
148,718
-756
-0.5% -$91.5K 1.8% 10
2019
Q3 		$17.9M Buy
149,474
+2,778
+2% +$328K 1.81% 9
2019
Q2 		$16.9M Sell
146,696
-3,677
-2% -$412K 1.62% 9
2019
Q1 		$16.5M Sell
150,373
-2,322
-2% -$245K 1.62% 10
2018
Q4 		$15M Buy
+152,695
New +$15.9M 1.62% 11

Other funds holding VIG

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Edge Capital Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.6% in Q4 2024, buying an estimated $1.16M and bringing the position to 166,091 shares worth $32.5M. The position accounts for 1.45% of the portfolio, ranked #14.

Edge Capital Group first reported a position in VIG in Q4 2018 and has held it in 25 quarters since. The position peaked at $35.9M in Q4 2020. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Edge Capital Group held 166,091 shares of Vanguard Dividend Appreciation ETF worth $32.5M as of Q4 2024.
  • Edge Capital Group bought 5,787 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $1.16M.
  • Vanguard Dividend Appreciation ETF made up 1.45% of Edge Capital Group's portfolio in Q4 2024, its #14 holding.
  • Edge Capital Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Vanguard Dividend Appreciation ETF position peaked at $35.9M in Q4 2020.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

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