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Aspect Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Aspect Partners’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
Q2 		– Sell
-2,253
Closed -$173K – 575
2024
Q1 		$173K Sell
2,253
-1,366
-38% -$104K 0.14% 71
2023
Q4 		$293K Buy
+3,619
New +$259K 0.19% 54

Other funds holding EDV

Bank of America
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Envestnet Asset Management
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspect Partners's EDV Position: Q2 2024 in Review

Aspect Partners sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2024, closing a stake of 2,253 shares — an estimated $173K sold.

Aspect Partners first reported a position in EDV in Q4 2023 and held it in 2 quarters. The position peaked at $293K in Q4 2023. 172 funds tracked by Wall St. Rank hold EDV as of Q2 2024.

  • Aspect Partners reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2024 after selling out during the quarter.
  • Aspect Partners sold 2,253 Vanguard World Funds Extended Duration ETF shares in Q2 2024, an estimated $173K.
  • Aspect Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and held it in 2 quarters.
  • Aspect Partners's Vanguard World Funds Extended Duration ETF position peaked at $293K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2024.

Based on Aspect Partners's 13F filing for Q2 2024, filed 15 Jul 2024.