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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,273	Closed	-$701K	–	384
2022 Q2	$701K	Hold	5,273	–	–	0.06%	162
2022 Q1	$795K	Buy	5,273 +40	+0.8%	+$5.95K	0.05%	163
2021 Q4	$792K	Buy	5,233 +1,247	+31%	+$183K	0.06%	159
2021 Q3	$561K	Buy	+3,986	New	+$574K	0.04%	171

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Edge Capital Group's VOOV Position: Q3 2022 in Review

Edge Capital Group sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2022, closing a stake of 5,273 shares — an estimated $701K sold.

Edge Capital Group first reported a position in VOOV in Q3 2021 and held it in 4 quarters. The position peaked at $795K in Q1 2022. 245 funds tracked by Wall St. Rank hold VOOV as of Q3 2022.

Edge Capital Group reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
Edge Capital Group sold 5,273 Vanguard S&P 500 Value ETF shares in Q3 2022, an estimated $701K.
Edge Capital Group first reported a position in Vanguard S&P 500 Value ETF in Q3 2021 and held it in 4 quarters.
Edge Capital Group's Vanguard S&P 500 Value ETF position peaked at $795K in Q1 2022.
245 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2022.

Based on Edge Capital Group's 13F filing for Q3 2022, filed 9 Nov 2022.