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Edge Capital Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Edge Capital Group’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.64M Sell
40,777
-204
-0.5% -$18.8K 0.16% 105
2024
Q3 		$3.66M Buy
40,981
+10
+0% +$865 0.16% 108
2024
Q2 		$3.36M Buy
40,971
+18
+0% +$1.47K 0.16% 109
2024
Q1 		$3.48M Buy
40,953
+2,727
+7% +$220K 0.17% 107
2023
Q4 		$3.1M Buy
38,226
+10,356
+37% +$750K 0.17% 104
2023
Q3 		$1.99M Sell
27,870
-879
-3% -$66.7K 0.13% 119
2023
Q2 		$2.17M Buy
28,749
+4,375
+18% +$315K 0.12% 130
2023
Q1 		$1.76M Sell
24,374
-7,420
-23% -$551K 0.11% 132
2022
Q4 		$2.24M Buy
31,794
+2,023
+7% +$145K 0.16% 99
2022
Q3 		$1.98M Buy
29,771
+2,423
+9% +$178K 0.16% 99
2022
Q2 		$1.87M Buy
27,348
+3,315
+14% +$247K 0.16% 102
2022
Q1 		$1.99M Sell
24,033
-3,745
-13% -$308K 0.14% 105
2021
Q4 		$2.5M Buy
27,778
+1,449
+6% +$132K 0.18% 98
2021
Q3 		$2.33M Buy
26,329
+2,303
+10% +$206K 0.19% 95
2021
Q2 		$2.22M Buy
24,026
+870
+4% +$79K 0.18% 92
2021
Q1 		$2.06M Buy
23,156
+762
+3% +$67.2K 0.17% 92
2020
Q4 		$1.77M Buy
22,394
+764
+4% +$54K 0.15% 104
2020
Q3 		$1.31M Buy
21,630
+70
+0.3% +$4.24K 0.13% 105
2020
Q2 		$1.24M Buy
21,560
+5,854
+37% +$310K 0.13% 109
2020
Q1 		$724K Sell
15,706
-15,936
-50% -$955K 0.09% 125
2019
Q4 		$2.11M Buy
31,642
+26
+0.1% +$1.65K 0.2% 83
2019
Q3 		$1.92M Buy
31,616
+104
+0.3% +$6.39K 0.19% 88
2019
Q2 		$1.97M Buy
31,512
+222
+0.7% +$13.8K 0.19% 92
2019
Q1 		$1.92M Buy
31,290
+3,152
+11% +$190K 0.19% 89
2018
Q4 		$1.51M Buy
+28,138
New +$1.69M 0.16% 93

Other funds holding VTWO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM

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

Edge Capital Group reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.5% in Q4 2024, selling an estimated $18.8K and leaving 40,777 shares worth $3.64M. The position accounts for 0.16% of the portfolio, ranked #105.

Edge Capital Group first reported a position in VTWO in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.66M in Q3 2024. 600 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

  • Edge Capital Group held 40,777 shares of Vanguard Russell 2000 ETF worth $3.64M as of Q4 2024.
  • Edge Capital Group sold 204 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $18.8K.
  • Vanguard Russell 2000 ETF made up 0.16% of Edge Capital Group's portfolio in Q4 2024, its #105 holding.
  • Edge Capital Group first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Vanguard Russell 2000 ETF position peaked at $3.66M in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

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