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Edge Capital Group’s Vanguard Growth ETF VUG Stock Holding History

Edge Capital Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$6.26M Buy
91,494
+192
+0.2% +$12.9K 0.28% 71
2024
Q3 		$5.84M Buy
91,302
+288
+0.3% +$17.9K 0.26% 77
2024
Q2 		$5.67M Buy
91,014
+2,370
+3% +$138K 0.27% 78
2024
Q1 		$5.09M Buy
88,644
+2,898
+3% +$159K 0.25% 81
2023
Q4 		$4.44M Hold
85,746
– – 0.25% 85
2023
Q3 		$3.89M Hold
85,746
– – 0.25% 78
2023
Q2 		$4.04M Hold
85,746
– – 0.23% 92
2023
Q1 		$3.56M Buy
85,746
+58,056
+210% +$2.26M 0.22% 94
2022
Q4 		$984K Buy
27,690
+564
+2% +$20.7K 0.07% 140
2022
Q3 		$967K Sell
27,126
-5,748
-17% -$231K 0.08% 129
2022
Q2 		$1.22M Buy
32,874
+11,052
+51% +$454K 0.11% 131
2022
Q1 		$1.05M Buy
21,822
+258
+1% +$12.2K 0.07% 147
2021
Q4 		$1.15M Hold
21,564
– – 0.08% 137
2021
Q3 		$1.04M Hold
21,564
– – 0.08% 140
2021
Q2 		$1.03M Sell
21,564
-1,110
-5% -$50.4K 0.08% 141
2021
Q1 		$971K Sell
22,674
-2,940
-11% -$126K 0.08% 135
2020
Q4 		$1.08M Buy
25,614
+12
+0% +$479 0.09% 128
2020
Q3 		$971K Sell
25,602
-2,280
-8% -$84.2K 0.1% 116
2020
Q2 		$939K Buy
27,882
+12
+0% +$369 0.1% 118
2020
Q1 		$728K Sell
27,870
-64,200
-70% -$1.92M 0.09% 124
2019
Q4 		$2.79M Buy
92,070
+6
+0% +$173 0.27% 72
2019
Q3 		$2.55M Buy
92,064
+18
+0% +$499 0.26% 76
2019
Q2 		$2.51M Buy
92,046
+12
+0% +$321 0.24% 83
2019
Q1 		$2.4M Sell
92,034
-474
-0.5% -$11.7K 0.24% 79
2018
Q4 		$2.07M Buy
+92,508
New +$2.24M 0.22% 81

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Edge Capital Group increased its Vanguard Growth ETF (VUG) stake by 0.21% in Q4 2024, buying an estimated $12.9K and bringing the position to 91,494 shares worth $6.26M. The position accounts for 0.28% of the portfolio, ranked #71.

Edge Capital Group first reported a position in VUG in Q4 2018 and has held it in 25 quarters since. 2,500 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Edge Capital Group held 91,494 shares of Vanguard Growth ETF worth $6.26M as of Q4 2024.
  • Edge Capital Group bought 192 Vanguard Growth ETF shares in Q4 2024, an estimated $12.9K.
  • Vanguard Growth ETF made up 0.28% of Edge Capital Group's portfolio in Q4 2024, its #71 holding.
  • Edge Capital Group first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 25 quarters since.
  • 2,500 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2024.

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