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Edge Capital Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Edge Capital Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$24.3M Sell
63
-85,473
-100% -$24.9M 1.08% 25
2024
Q3 		$24.2M Sell
85,536
-807
-0.9% -$220K 1.07% 23
2024
Q2 		$23.1M Sell
86,343
-2,975
-3% -$770K 1.12% 22
2024
Q1 		$23.2M Sell
89,318
-5,023
-5% -$1.24M 1.15% 18
2023
Q4 		$22.4M Buy
94,341
+74,272
+370% +$16.4M 1.25% 18
2023
Q3 		$4.26M Buy
20,069
+382
+2% +$84.6K 0.28% 73
2023
Q2 		$4.34M Sell
19,687
-14
-0.1% -$2.92K 0.25% 87
2023
Q1 		$4.02M Buy
19,701
+16,725
+562% +$3.35M 0.25% 81
2022
Q4 		$569K Sell
2,976
-318
-10% -$61.3K 0.04% 177
2022
Q3 		$591K Sell
3,294
-6,706
-67% -$1.34M 0.05% 175
2022
Q2 		$157K Buy
10,000
+3,962
+66% +$814K 0.01% 285
2022
Q1 		$1.38M Buy
6,038
+24
+0.4% +$5.4K 0.09% 127
2021
Q4 		$1.45M Buy
6,014
+1,141
+23% +$269K 0.1% 122
2021
Q3 		$1.08M Buy
4,873
+2,658
+120% +$606K 0.09% 137
2021
Q2 		$494K Buy
2,215
+478
+28% +$104K 0.04% 188
2021
Q1 		$359K Hold
1,737
– – 0.03% 211
2020
Q4 		$338K Sell
1,737
-7
-0.4% -$1.28K 0.03% 201
2020
Q3 		$297K Buy
1,744
+12
+0.7% +$2.02K 0.03% 195
2020
Q2 		$271K Hold
1,732
– – 0.03% 188
2020
Q1 		$223K Sell
1,732
-16,300
-90% -$2.52M 0.03% 189
2019
Q4 		$2.95M Buy
18,032
+246
+1% +$38.5K 0.29% 71
2019
Q3 		$2.69M Hold
17,786
– – 0.27% 74
2019
Q2 		$2.67M Buy
17,786
+33
+0.2% +$4.86K 0.26% 80
2019
Q1 		$2.57M Sell
17,753
-32
-0.2% -$4.46K 0.25% 77
2018
Q4 		$2.27M Buy
+17,785
New +$2.46M 0.25% 77

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Edge Capital Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 100% in Q4 2024, selling an estimated $24.9M and leaving 63 shares worth $24.3M. The position accounts for 1.08% of the portfolio, ranked #25.

Edge Capital Group first reported a position in VTI in Q4 2018 and has held it in 25 quarters since. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Edge Capital Group held 63 shares of Vanguard Total Stock Market ETF worth $24.3M as of Q4 2024.
  • Edge Capital Group sold 85,473 Vanguard Total Stock Market ETF shares in Q4 2024, an estimated $24.9M.
  • Vanguard Total Stock Market ETF made up 1.08% of Edge Capital Group's portfolio in Q4 2024, its #25 holding.
  • Edge Capital Group first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 25 quarters since.
  • 3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

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