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Edge Capital Group, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edge Capital Group, LLC on VUG, newest first. How the timeline and the estimate are built.

Edge Capital Group, LLC held 15,249 VUG shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 15,249 shares
    Change vs previous 13F +32 shares

    0.32% of the 13F portfolio, value $6,258,759.

    13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 15,217 shares
    Change vs previous 13F +48 shares

    0.26% of the 13F portfolio, value $5,842,281.

    13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 15,169 shares
    Change vs previous 13F +395 shares

    0.27% of the 13F portfolio, value $5,673,358.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 14,774 shares
    Change vs previous 13F +483 shares

    0.25% of the 13F portfolio, value $5,085,211.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 14,291 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $4,442,786.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 14,291 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $3,891,582.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 14,291 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $4,043,781.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 14,291 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,564,747.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).