AWM
EDV icon

Axxcess Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Axxcess Wealth Management’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
-27,001
Closed -$1.89M – 865
2023
Q3 		$1.89M Buy
+27,001
New +$2.12M 0.06% 216
2022
Q2 		– Sell
-4,750
Closed -$578K – 570
2022
Q1 		$578K Buy
+4,750
New +$608K 0.05% 326

Other funds holding EDV

Morgan Stanley
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

Axxcess Wealth Management's EDV Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2023, closing a stake of 27,001 shares — an estimated $1.89M sold.

Axxcess Wealth Management first reported a position in EDV in Q1 2022 and held it in 2 quarters. The position peaked at $1.89M in Q3 2023. 184 funds tracked by Wall St. Rank hold EDV as of Q4 2023.

  • Axxcess Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 27,001 Vanguard World Funds Extended Duration ETF shares in Q4 2023, an estimated $1.89M.
  • Axxcess Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2022 and held it in 2 quarters.
  • Axxcess Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $1.89M in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.