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Disclosed positions
Edge Capital Group, LLC: source evidence dated 2025-02-05T04:59:59.999Z.
- Issuer
- VANGUARD HIGH DIVIDEND YIELD INDEX ETF
- Ticker
- VYM
- Class
- ETF
- Reported value
- $203,610,693
- Reported amount
- 1,595,820
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001765380-25-000038Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | VYM | ETF | $203,610,693 | 1,595,820 | SH | None |
| VANGUARD S&P 500 ETF | VOO | ETF | $158,729,157 | 294,592 | SH | None |
| SPDR S&P 500 ETF TRUST | SPY | ETF | $145,762,942 | 7 | SH | None |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | VIGI | ETF | $75,782,729 | 724 | SH | None |
| XPEL INC COM | XPEL | Stock | $71,154,748 | 1,781,541 | SH | None |
| ISHARES CORE MSCI EAFE ETF | IEFA | ETF | $69,701,231 | 991,765 | SH | None |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | ETF | $52,761,479 | 1,103,335 | SH | None |
| VANGUARD RUSSELL 1000 GROWTH ETF | VONG | ETF | $48,765,483 | 472,076 | SH | None |
| VULCAN MATLS CO COM | VMC | Stock | $46,265,645 | 687 | SH | None |
| ISHARES CORE S&P 500 ETF | IVV | ETF | $37,980,575 | 64,518 | SH | None |
| PACER US CASH COWS 100 ETF | COWZ | ETF | $35,819,214 | 20 | SH | None |
| MICROSOFT CORP COM | MSFT | Stock | $35,744,344 | 84,803 | SH | None |
| BROADCOM INC COM | AVGO | Stock | $34,921,731 | 150,629 | SH | None |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | ETF | $32,525,638 | 166,091 | SH | None |
| ISHARES CORE S&P MID-CAP ETF | IJH | ETF | $31,842,944 | 511,041 | SH | None |
| ISHARES CORE S&P U.S. GROWTH ETF | IUSG | ETF | $31,587,475 | 226,677 | SH | None |
| APPLE INC COM | AAPL | Stock | $28,594,460 | 114,186 | SH | None |
| ISHARES CORE S&P SMALL CAP ETF | IJR | ETF | $27,318,430 | 11 | SH | None |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | ETF | $27,190,979 | 33 | SH | None |
| TARGA RES CORP COM | TRGP | Stock | $26,985,769 | 151,181 | SH | None |
| WALMART INC COM | WMT | Stock | $26,779,571 | 296,398 | SH | None |
| RTX CORPORATION COM | RTX | Stock | $26,598,494 | 229,852 | SH | None |
| JPMORGAN CHASE & CO. COM | JPM | Stock | $26,093,434 | 108,854 | SH | None |
| COCA COLA CO COM | KO | Stock | $25,898,183 | 424 | SH | None |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | ETF | $24,269,808 | 63 | SH | None |
| MORGAN STANLEY COM NEW | MS | Stock | $23,100,819 | 183,748 | SH | None |
| JOHNSON & JOHNSON COM | JNJ | Stock | $22,303,746 | 8 | SH | None |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | ETF | $21,936,490 | 420,078 | SH | None |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | ETF | $21,933,956 | 38,509 | SH | None |
| META PLATFORMS INC CL A | META | Stock | $19,673,747 | 33,601 | SH | None |
| EVOLV TECHNOLOGIES HLDNGS INC COM CL A | EVLV | Stock | $19,099,064 | 4,835,206 | SH | None |
| MERCK & CO INC COM | MRK | Stock | $18,641,513 | 20,073 | SH | None |
| HCA HEALTHCARE INC COM | HCA | Stock | $17,777,700 | 15 | SH | None |
| TRUIST FINL CORP COM | TFC | Stock | $17,232,103 | 100 | SH | None |
| INVESCO QQQ TRUST SERIES I | QQQ | ETF | $16,163,843 | 30,259 | SH | None |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | ETF | $15,536,664 | 352,785 | SH | None |
| COCA-COLA EUROPACIFIC PARTNERS | CCEP | Stock | $14,635,838 | 190,546 | SH | None |
| NORFOLK SOUTHN CORP COM | NSC | Stock | $14,226,799 | 60,617 | SH | None |
| QUALCOMM INC COM | QCOM | Stock | $13,602,518 | 88,547 | SH | None |
| PACER US SMALL CAP CASH COWS 100 ETF | CALF | ETF | $13,448,576 | 8 | SH | None |
| SHELL PLC SPON ADS | SHEL | ADR | $11,828,466 | 13 | SH | None |
| AMAZON COM INC COM | AMZN | Stock | $11,732,538 | 53,478 | SH | None |
| ARES CAPITAL CORP COM | ARCC | CEF | $11,000,010 | 502,513 | SH | None |
| RELX PLC SPONSORED ADR | RELX | ADR | $10,967,749 | 241,474 | SH | None |
| FS KKR CAP CORP COM | FSK | CEF | $10,857,024 | 110 | SH | None |
| BLUE OWL CAPITAL CORPORATION COM | OBDC | CEF | $10,401,985 | 687,962 | SH | None |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | TSM | ADR | $10,357,746 | 52,447 | SH | None |
| MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | MUFG | ADR | $10,209,897 | 871,152 | SH | None |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | ETF | $10,076,060 | 271,446 | SH | None |
| CHEVRON CORP NEW COM | CVX | Stock | $10,021,576 | 69,191 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.