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Edge Capital Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Edge Capital Group’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$15.5M Sell
352,785
-1,748
-0.5% -$81.2K 0.69% 36
2024
Q3 		$17M Sell
354,533
-7,118
-2% -$317K 0.75% 35
2024
Q2 		$15.8M Sell
361,651
-13,165
-4% -$567K 0.77% 33
2024
Q1 		$15.7M Sell
374,816
-17,856
-5% -$729K 0.78% 33
2023
Q4 		$16.1M Buy
392,672
+5,774
+1% +$229K 0.9% 26
2023
Q3 		$15.2M Sell
386,898
-19,476
-5% -$795K 0.98% 23
2023
Q2 		$16.5M Sell
406,374
-39,750
-9% -$1.6M 0.95% 21
2023
Q1 		$18M Buy
446,124
+900
+0.2% +$36.7K 1.11% 19
2022
Q4 		$17.4M Buy
445,224
+101,105
+29% +$3.85M 1.21% 17
2022
Q3 		$12.6M Buy
344,119
+44,250
+15% +$1.8M 1.03% 17
2022
Q2 		$12.5M Sell
299,869
-39,054
-12% -$1.69M 1.08% 18
2022
Q1 		$15.6M Sell
338,923
-14,923
-4% -$718K 1.07% 17
2021
Q4 		$17.5M Buy
353,846
+24,273
+7% +$1.22M 1.24% 15
2021
Q3 		$16.5M Sell
329,573
-44,212
-12% -$2.28M 1.31% 14
2021
Q2 		$20.3M Sell
373,785
-2,304
-0.6% -$123K 1.62% 12
2021
Q1 		$19.6M Sell
376,089
-33,125
-8% -$1.76M 1.64% 9
2020
Q4 		$20.5M Sell
409,214
-7,389
-2% -$347K 1.73% 9
2020
Q3 		$18M Sell
416,603
-39,188
-9% -$1.7M 1.8% 10
2020
Q2 		$18.1M Sell
455,791
-9,019
-2% -$334K 1.89% 9
2020
Q1 		$15.6M Buy
464,810
+290,156
+166% +$11.8M 1.86% 9
2019
Q4 		$7.77M Buy
174,654
+29,211
+20% +$1.24M 0.76% 36
2019
Q3 		$5.86M Buy
145,443
+1,469
+1% +$60.6K 0.59% 45
2019
Q2 		$6.12M Sell
143,974
-1,877
-1% -$79K 0.59% 46
2019
Q1 		$6.2M Buy
145,851
+2,954
+2% +$122K 0.61% 46
2018
Q4 		$5.44M Buy
+142,897
New +$5.54M 0.59% 43

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Edge Capital Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.49% in Q4 2024, selling an estimated $81.2K and leaving 352,785 shares worth $15.5M. The position accounts for 0.69% of the portfolio, ranked #36.

Edge Capital Group first reported a position in VWO in Q4 2018 and has held it in 25 quarters since. The position peaked at $20.5M in Q4 2020. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Edge Capital Group held 352,785 shares of Vanguard FTSE Emerging Markets ETF worth $15.5M as of Q4 2024.
  • Edge Capital Group sold 1,748 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $81.2K.
  • Vanguard FTSE Emerging Markets ETF made up 0.69% of Edge Capital Group's portfolio in Q4 2024, its #36 holding.
  • Edge Capital Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Vanguard FTSE Emerging Markets ETF position peaked at $20.5M in Q4 2020.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

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