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Edge Capital Group’s Vanguard Large-Cap ETF VV Stock Holding History

Edge Capital Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$294K Buy
+1,091
New +$296K 0.01% 265
2019
Q1 		– Sell
-4,243
Closed -$487K – 247
2018
Q4 		$487K Buy
+4,243
New +$525K 0.05% 162

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Edge Capital Group opened a new position in Vanguard Large-Cap ETF (VV) in Q4 2024: 1,091 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Edge Capital Group previously reported a position in VV as recently as Q4 2018.

Edge Capital Group first reported a position in VV in Q4 2018 and has held it in 2 quarters since. The position peaked at $487K in Q4 2018. 1,183 funds tracked by Wall St. Rank hold VV as of Q4 2024.

  • Edge Capital Group held 1,091 shares of Vanguard Large-Cap ETF worth $294K as of Q4 2024.
  • Vanguard Large-Cap ETF was a new Edge Capital Group position in Q4 2024.
  • Vanguard Large-Cap ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #265 holding.
  • Edge Capital Group first reported a position in Vanguard Large-Cap ETF in Q4 2018 and has held it in 2 quarters since.
  • Edge Capital Group's Vanguard Large-Cap ETF position peaked at $487K in Q4 2018.
  • 1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2024.

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