Arrowroot Family Office’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Arrowroot Family Office’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
2024 Q1	–	Sell	-3,176	Closed	-$257K	–	126
2023 Q4	$257K	Buy	+3,176	New	+$227K	0.18%	108
2023 Q3	–	Sell	-2,741	Closed	-$239K	–	120
2023 Q2	$239K	Buy	2,741 +115	+4%	+$10K	0.18%	115
2023 Q1	$238K	Buy	+2,626	New	+$233K	0.2%	104

Other funds holding EDV

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

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

RIG

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

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

HFS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCMIO

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Arrowroot Family Office's EDV Position: Q1 2024 in Review

Arrowroot Family Office sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2024, closing a stake of 3,176 shares — an estimated $257K sold.

Arrowroot Family Office first reported a position in EDV in Q1 2023 and held it in 3 quarters. The position peaked at $257K in Q4 2023. 170 funds tracked by Wall St. Rank hold EDV as of Q1 2024.

Arrowroot Family Office reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2024 after selling out during the quarter.
Arrowroot Family Office sold 3,176 Vanguard World Funds Extended Duration ETF shares in Q1 2024, an estimated $257K.
Arrowroot Family Office first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2023 and held it in 3 quarters.
Arrowroot Family Office's Vanguard World Funds Extended Duration ETF position peaked at $257K in Q4 2023.
170 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2024.

Based on Arrowroot Family Office's 13F filing for Q1 2024, filed 14 May 2024.