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Edge Capital Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Edge Capital Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$159M Buy
294,592
+2,400
+0.8% +$1.3M 7.07% 2
2024
Q3 		$154M Buy
292,192
+1,668
+0.6% +$848K 6.83% 2
2024
Q2 		$145M Sell
290,524
-1,177
-0.4% -$566K 7.03% 2
2024
Q1 		$140M Buy
291,701
+18,387
+7% +$8.42M 6.97% 2
2023
Q4 		$119M Buy
273,314
+76,670
+39% +$31.4M 6.65% 2
2023
Q3 		$77.2M Buy
196,644
+31,737
+19% +$13M 5.01% 3
2023
Q2 		$67.2M Sell
164,907
-5,869
-3% -$2.26M 3.86% 5
2023
Q1 		$64.2M Sell
170,776
-942
-0.5% -$345K 3.96% 4
2022
Q4 		$60.3M Buy
171,718
+3,765
+2% +$1.33M 4.21% 4
2022
Q3 		$55.1M Sell
167,953
-1,014
-0.6% -$370K 4.54% 4
2022
Q2 		$58.6M Sell
168,967
-12,430
-7% -$4.68M 5.07% 3
2022
Q1 		$75.3M Buy
181,397
+8,402
+5% +$3.44M 5.16% 3
2021
Q4 		$75.5M Buy
172,995
+11,549
+7% +$4.88M 5.36% 4
2021
Q3 		$63.7M Sell
161,446
-276
-0.2% -$112K 5.06% 4
2021
Q2 		$63.6M Sell
161,722
-2,678
-2% -$1.03M 5.08% 4
2021
Q1 		$59.9M Sell
164,400
-20,046
-11% -$7.11M 5.01% 4
2020
Q4 		$63.4M Sell
184,446
-3,509
-2% -$1.14M 5.34% 4
2020
Q3 		$57.8M Sell
187,955
-30,200
-14% -$9.2M 5.78% 4
2020
Q2 		$61.8M Buy
218,155
+25,703
+13% +$6.92M 6.47% 3
2020
Q1 		$45.6M Buy
192,452
+123,630
+180% +$34.6M 5.44% 3
2019
Q4 		$20.4M Buy
68,822
+5,998
+10% +$1.7M 1.98% 7
2019
Q3 		$17.1M Buy
62,824
+30,770
+96% +$8.35M 1.73% 11
2019
Q2 		$8.63M Buy
32,054
+1,004
+3% +$266K 0.83% 28
2019
Q1 		$8.06M Sell
31,050
-213
-0.7% -$53.2K 0.79% 34
2018
Q4 		$7.18M Buy
+31,263
New +$7.74M 0.78% 31

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Edge Capital Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.82% in Q4 2024, buying an estimated $1.3M and bringing the position to 294,592 shares worth $159M. The position accounts for 7.07% of the portfolio, ranked #2.

Edge Capital Group first reported a position in VOO in Q4 2018 and has held it in 25 quarters since. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Edge Capital Group held 294,592 shares of Vanguard S&P 500 ETF worth $159M as of Q4 2024.
  • Edge Capital Group bought 2,400 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $1.3M.
  • Vanguard S&P 500 ETF made up 7.07% of Edge Capital Group's portfolio in Q4 2024, its #2 holding.
  • Edge Capital Group first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 25 quarters since.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

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