Edge Capital Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$315K	Sell	2,975 -1,020	-26%	-$113K	0.01%	259
2024 Q3	$432K	Hold	3,995	–	–	0.02%	223
2024 Q2	$392K	Hold	3,995	–	–	0.02%	229
2024 Q1	$405K	Sell	3,995 -200	-5%	-$19.4K	0.02%	229
2023 Q4	$416K	Buy	+4,195	New	+$374K	0.02%	215
2022 Q4	–	Sell	-3,286	Closed	-$265K	–	410
2022 Q3	$265K	Buy	3,286 +66	+2%	+$5.91K	0.02%	243
2022 Q2	$274K	Sell	3,220 -5,000	-61%	-$457K	0.02%	240
2022 Q1	$814K	Buy	+8,220	New	+$813K	0.06%	160

Other funds holding VIOO

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Edge Capital Group reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 26% in Q4 2024, selling an estimated $113K and leaving 2,975 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #259.

Edge Capital Group first reported a position in VIOO in Q1 2022 and has held it in 8 quarters since. The position peaked at $814K in Q1 2022. 330 funds tracked by Wall St. Rank hold VIOO as of Q4 2024.

Edge Capital Group held 2,975 shares of Vanguard S&P Small-Cap 600 ETF worth $315K as of Q4 2024.
Edge Capital Group sold 1,020 Vanguard S&P Small-Cap 600 ETF shares in Q4 2024, an estimated $113K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #259 holding.
Edge Capital Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2022 and has held it in 8 quarters since.
Edge Capital Group's Vanguard S&P Small-Cap 600 ETF position peaked at $814K in Q1 2022.
330 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2024.

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