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Edge Capital Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Edge Capital Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.76M Buy
41,796
+4,464
+12% +$303K 0.12% 116
2024
Q3 		$2.46M Buy
37,332
+4,580
+14% +$288K 0.11% 117
2024
Q2 		$1.98M Sell
32,752
-1,276
-4% -$77.5K 0.1% 127
2024
Q1 		$2.13M Buy
34,028
+2,936
+9% +$174K 0.11% 122
2023
Q4 		$1.81M Sell
31,092
-3,460
-10% -$185K 0.1% 128
2023
Q3 		$1.8M Sell
34,552
-1,480
-4% -$81.2K 0.12% 121
2023
Q2 		$1.98M Buy
36,032
+124
+0.3% +$6.5K 0.11% 132
2023
Q1 		$1.89M Buy
35,908
+984
+3% +$52.4K 0.12% 129
2022
Q4 		$1.78M Buy
34,924
+9,252
+36% +$471K 0.12% 111
2022
Q3 		$1.21M Sell
25,672
-6,536
-20% -$342K 0.1% 120
2022
Q2 		$1.59M Buy
32,208
+5,292
+20% +$286K 0.14% 116
2022
Q1 		$1.6M Sell
26,916
-892
-3% -$52.3K 0.11% 118
2021
Q4 		$1.77M Sell
27,808
-3,900
-12% -$244K 0.13% 110
2021
Q3 		$1.88M Buy
31,708
+4,716
+17% +$285K 0.15% 104
2021
Q2 		$1.6M Sell
26,992
-500
-2% -$29K 0.13% 112
2021
Q1 		$1.52M Sell
27,492
-3,112
-10% -$169K 0.13% 108
2020
Q4 		$1.58M Buy
30,604
+80
+0.3% +$3.87K 0.13% 110
2020
Q3 		$1.34M Buy
30,524
+2,364
+8% +$103K 0.13% 104
2020
Q2 		$1.15M Buy
28,160
+2,640
+10% +$101K 0.12% 111
2020
Q1 		$840K Buy
25,520
+108
+0.4% +$4.47K 0.1% 117
2019
Q4 		$1.13M Buy
25,412
+108
+0.4% +$4.64K 0.11% 113
2019
Q3 		$1.06M Buy
25,304
+1,328
+6% +$55.5K 0.11% 115
2019
Q2 		$1M Sell
23,976
-936
-4% -$38.3K 0.1% 126
2019
Q1 		$1M Sell
24,912
-24
-0.1% -$923 0.1% 119
2018
Q4 		$861K Buy
+24,936
New +$936K 0.09% 115

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Edge Capital Group increased its Vanguard Mid-Cap ETF (VO) stake by 12% in Q4 2024, buying an estimated $303K and bringing the position to 41,796 shares worth $2.76M. The position accounts for 0.12% of the portfolio, ranked #116.

Edge Capital Group first reported a position in VO in Q4 2018 and has held it in 25 quarters since. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Edge Capital Group held 41,796 shares of Vanguard Mid-Cap ETF worth $2.76M as of Q4 2024.
  • Edge Capital Group bought 4,464 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $303K.
  • Vanguard Mid-Cap ETF made up 0.12% of Edge Capital Group's portfolio in Q4 2024, its #116 holding.
  • Edge Capital Group first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

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