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

Edge Capital Group’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$75.8M Sell
724
-941,505
-100% -$79.1M 3.38% 4
2024
Q3 		$83.2M Sell
942,229
-22,932
-2% -$1.95M 3.69% 4
2024
Q2 		$78.4M Sell
965,161
-5,040
-0.5% -$405K 3.8% 4
2024
Q1 		$79.1M Buy
970,201
+23,293
+2% +$1.87M 3.93% 4
2023
Q4 		$75.1M Sell
946,908
-20,336
-2% -$1.5M 4.18% 4
2023
Q3 		$69M Buy
967,244
+5,741
+0.6% +$427K 4.47% 4
2023
Q2 		$72.2M Sell
961,503
-52,451
-5% -$3.95M 4.15% 3
2023
Q1 		$74.7M Sell
1,013,954
-211,719
-17% -$15.3M 4.6% 3
2022
Q4 		$85.3M Buy
1,225,673
+27,323
+2% +$1.84M 5.96% 2
2022
Q3 		$74.3M Buy
1,198,350
+1,196,341
+59,549% +$81.7M 6.11% 3
2022
Q2 		$160K Sell
2,009
-837,948
-100% -$61.4M 0.01% 284
2022
Q1 		$66.4M Sell
839,957
-106,726
-11% -$8.51M 4.55% 4
2021
Q4 		$80.9M Buy
946,683
+39,301
+4% +$3.49M 5.73% 3
2021
Q3 		$79.2M Buy
907,382
+21,211
+2% +$1.9M 6.3% 3
2021
Q2 		$77.5M Sell
886,171
-30,369
-3% -$2.62M 6.19% 3
2021
Q1 		$75.9M Sell
916,540
-1,593
-0.2% -$133K 6.36% 3
2020
Q4 		$74.7M Sell
918,133
-13,525
-1% -$1.04M 6.29% 3
2020
Q3 		$67.1M Buy
931,658
+228,952
+33% +$16.3M 6.7% 3
2020
Q2 		$47.1M Buy
702,706
+31,115
+5% +$1.97M 4.93% 4
2020
Q1 		$39.2M Buy
671,591
+194,523
+41% +$13.1M 4.67% 4
2019
Q4 		$34.4M Sell
477,068
-21,701
-4% -$1.5M 3.34% 5
2019
Q3 		$33.2M Sell
498,769
-24,000
-5% -$1.6M 3.36% 5
2019
Q2 		$35.6M Sell
522,769
-79,028
-13% -$5.21M 3.42% 6
2019
Q1 		$38.9M Buy
601,797
+20,714
+4% +$1.28M 3.83% 5
2018
Q4 		$33.5M Buy
+581,083
New +$34.5M 3.63% 6

Other funds holding VIGI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 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

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

Edge Capital Group reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 100% in Q4 2024, selling an estimated $79.1M and leaving 724 shares worth $75.8M. The position accounts for 3.38% of the portfolio, ranked #4.

Edge Capital Group first reported a position in VIGI in Q4 2018 and has held it in 25 quarters since. The position peaked at $85.3M in Q4 2022. 491 funds tracked by Wall St. Rank hold VIGI as of Q4 2024.

  • Edge Capital Group held 724 shares of Vanguard International Dividend Appreciation ETF worth $75.8M as of Q4 2024.
  • Edge Capital Group sold 941,505 Vanguard International Dividend Appreciation ETF shares in Q4 2024, an estimated $79.1M.
  • Vanguard International Dividend Appreciation ETF made up 3.38% of Edge Capital Group's portfolio in Q4 2024, its #4 holding.
  • Edge Capital Group first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Vanguard International Dividend Appreciation ETF position peaked at $85.3M in Q4 2022.
  • 491 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2024.

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