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Edge Capital Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Edge Capital Group’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$48.8M Buy
472,076
+15,321
+3% +$1.55M 2.17% 8
2024
Q3 		$44.1M Buy
456,755
+12,534
+3% +$1.17M 1.95% 9
2024
Q2 		$41.7M Buy
444,221
+219,736
+98% +$19.3M 2.02% 8
2024
Q1 		$19.5M Buy
224,485
+34,169
+18% +$2.83M 0.97% 25
2023
Q4 		$14.8M Buy
+190,316
New +$13.9M 0.83% 28

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Edge Capital Group increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 3.4% in Q4 2024, buying an estimated $1.55M and bringing the position to 472,076 shares worth $48.8M. The position accounts for 2.17% of the portfolio, ranked #8.

Edge Capital Group first reported a position in VONG in Q4 2023 and has held it in 5 quarters since. 739 funds tracked by Wall St. Rank hold VONG as of Q4 2024.

  • Edge Capital Group held 472,076 shares of Vanguard Russell 1000 Growth ETF worth $48.8M as of Q4 2024.
  • Edge Capital Group bought 15,321 Vanguard Russell 1000 Growth ETF shares in Q4 2024, an estimated $1.55M.
  • Vanguard Russell 1000 Growth ETF made up 2.17% of Edge Capital Group's portfolio in Q4 2024, its #8 holding.
  • Edge Capital Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 739 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2024.

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