Ancora Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Ancora Advisors’s Portfolio EDV Stock Details EDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-37,000	Closed	-$2.59M	–	1778
2023 Q3	$2.59M	Buy	37,000 +22,000	+147%	+$1.73M	0.07%	217
2023 Q2	$1.31M	Buy	15,000 +7,500	+100%	+$654K	0.03%	311
2023 Q1	$679K	Buy	7,500 +5,000	+200%	+$444K	0.02%	409
2022 Q4	$207K	Hold	2,500	–	–	0.01%	663
2022 Q3	$217K	Buy	+2,500	New	+$243K	0.01%	705

Other funds holding EDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ancora Advisors's EDV Position: Q4 2023 in Review

Ancora Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2023, closing a stake of 37,000 shares — an estimated $2.59M sold.

Ancora Advisors first reported a position in EDV in Q3 2022 and held it in 5 quarters. The position peaked at $2.59M in Q3 2023. 184 funds tracked by Wall St. Rank hold EDV as of Q4 2023.

Ancora Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2023 after selling out during the quarter.
Ancora Advisors sold 37,000 Vanguard World Funds Extended Duration ETF shares in Q4 2023, an estimated $2.59M.
Ancora Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2022 and held it in 5 quarters.
Ancora Advisors's Vanguard World Funds Extended Duration ETF position peaked at $2.59M in Q3 2023.
184 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2023.

Based on Ancora Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.