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Edge Capital Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Edge Capital Group’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$938K Sell
4
-9,212
-100% -$870K 0.04% 171
2024
Q3 		$898K Buy
9,216
+2,905
+46% +$267K 0.04% 175
2024
Q2 		$529K Sell
6,311
-362
-5% -$29.9K 0.03% 206
2024
Q1 		$577K Sell
6,673
-3,105
-32% -$265K 0.03% 202
2023
Q4 		$864K Buy
9,778
+2,217
+29% +$176K 0.05% 178
2023
Q3 		$572K Sell
7,561
-700
-8% -$57.7K 0.04% 182
2023
Q2 		$690K Buy
8,261
+90
+1% +$7.37K 0.04% 194
2023
Q1 		$679K Sell
8,171
-3,400
-29% -$292K 0.04% 189
2022
Q4 		$954K Sell
11,571
-243
-2% -$20.1K 0.07% 145
2022
Q3 		$947K Sell
11,814
-18,763
-61% -$1.75M 0.08% 133
2022
Q2 		$2.43M Buy
30,577
+19,964
+188% +$1.99M 0.21% 90
2022
Q1 		$1.15M Buy
10,613
+19
+0.2% +$2.01K 0.08% 141
2021
Q4 		$1.23M Buy
10,594
+307
+3% +$33.5K 0.09% 130
2021
Q3 		$1.05M Sell
10,287
-157
-2% -$16.7K 0.08% 139
2021
Q2 		$1.06M Buy
10,444
+25
+0.2% +$2.48K 0.08% 134
2021
Q1 		$957K Buy
10,419
+20
+0.2% +$1.76K 0.08% 138
2020
Q4 		$883K Buy
10,399
+780
+8% +$64.7K 0.07% 140
2020
Q3 		$760K Buy
9,619
+212
+2% +$17K 0.08% 129
2020
Q2 		$739K Buy
9,407
+710
+8% +$53.8K 0.08% 126
2020
Q1 		$608K Buy
8,697
+3,380
+64% +$297K 0.07% 136
2019
Q4 		$493K Buy
5,317
+37
+0.7% +$3.43K 0.05% 165
2019
Q3 		$492K Buy
5,280
+60
+1% +$5.45K 0.05% 164
2019
Q2 		$456K Buy
5,220
+25
+0.5% +$2.19K 0.04% 182
2019
Q1 		$452K Buy
5,195
+1,167
+29% +$96.4K 0.04% 178
2018
Q4 		$300K Buy
+4,028
New +$317K 0.03% 200

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Edge Capital Group reduced its Vanguard Real Estate ETF (VNQ) stake by 100% in Q4 2024, selling an estimated $870K and leaving 4 shares worth $938K. The position accounts for 0.04% of the portfolio, ranked #171.

Edge Capital Group first reported a position in VNQ in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.43M in Q2 2022. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Edge Capital Group held 4 shares of Vanguard Real Estate ETF worth $938K as of Q4 2024.
  • Edge Capital Group sold 9,212 Vanguard Real Estate ETF shares in Q4 2024, an estimated $870K.
  • Vanguard Real Estate ETF made up 0.04% of Edge Capital Group's portfolio in Q4 2024, its #171 holding.
  • Edge Capital Group first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Vanguard Real Estate ETF position peaked at $2.43M in Q2 2022.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

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