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Edge Capital Group’s Vanguard Total World Stock ETF VT Stock Holding History

Edge Capital Group’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,424
Closed -$410K – 358
2024
Q3 		$410K Hold
3,424
– – 0.02% 231
2024
Q2 		$386K Hold
3,424
– – 0.02% 232
2024
Q1 		$378K Hold
3,424
– – 0.02% 239
2023
Q4 		$352K Buy
+3,424
New +$329K 0.02% 232
2022
Q1 		– Sell
-2,100
Closed -$226K – 315
2021
Q4 		$226K Hold
2,100
– – 0.02% 257
2021
Q3 		$214K Hold
2,100
– – 0.02% 259
2021
Q2 		$218K Sell
2,100
-1,555
-43% -$159K 0.02% 254
2021
Q1 		$356K Hold
3,655
– – 0.03% 212
2020
Q4 		$338K Hold
3,655
– – 0.03% 200
2020
Q3 		$295K Buy
+3,655
New +$293K 0.03% 196

Other funds holding VT

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Edge Capital Group sold out of Vanguard Total World Stock ETF (VT) in Q4 2024, closing a stake of 3,424 shares — an estimated $410K sold.

Edge Capital Group first reported a position in VT in Q3 2020 and held it in 10 quarters. The position peaked at $410K in Q3 2024. 1,014 funds tracked by Wall St. Rank hold VT as of Q4 2024.

  • Edge Capital Group reported no remaining Vanguard Total World Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Edge Capital Group sold 3,424 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $410K.
  • Edge Capital Group first reported a position in Vanguard Total World Stock ETF in Q3 2020 and held it in 10 quarters.
  • Edge Capital Group's Vanguard Total World Stock ETF position peaked at $410K in Q3 2024.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

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