Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EDGE CAPITAL GROUP LLC 02-13-2024 12-31-2023 303 1,795,593,066
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 1 $173,368,395 1,553,063 0.01 0.01 -1,783 -0.11 12-31-2023
VANGUARD S&P 500 ETF ETF 2 $119,383,686 273,314 0.01 0.01 76,670 38.99 12-31-2023
SPDR S&P 500 ETF TRUST ETF 3 $115,153,710 242,271 0.01 0.01 11,947 5.19 12-31-2023
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF ETF 4 $75,127,660 946,908 0.00 0.00 -20,336 -2.10 12-31-2023
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