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

Ausdal Financial 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
2023
Q4 		– Sell
-645,344
Closed -$45.2M – 460
2023
Q3 		$45.2M Buy
+645,344
New +$50.7M 6.22% 1

Other funds holding EDV

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
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

Ausdal Financial Partners's EDV Position: Q4 2023 in Review

Ausdal Financial Partners sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2023, closing a stake of 645,344 shares — an estimated $45.2M sold.

Ausdal Financial Partners first reported a position in EDV in Q3 2023 and held it in 1 quarter. The position peaked at $45.2M in Q3 2023. 184 funds tracked by Wall St. Rank hold EDV as of Q4 2023.

  • Ausdal Financial Partners reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2023 after selling out during the quarter.
  • Ausdal Financial Partners sold 645,344 Vanguard World Funds Extended Duration ETF shares in Q4 2023, an estimated $45.2M.
  • Ausdal Financial Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2023 and held it in 1 quarter.
  • Ausdal Financial Partners's Vanguard World Funds Extended Duration ETF position peaked at $45.2M in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2023.

Based on Ausdal Financial Partners's 13F filing for Q4 2023, filed 11 Jan 2024.