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Bleakley Financial Group’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Bleakley Financial Group’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
Q4 		– Sell
-8,121
Closed -$647K – 1062
2024
Q3 		$647K Buy
8,121
+193
+2% +$15K 0.02% 518
2024
Q2 		$582K Sell
7,928
-1,705
-18% -$123K 0.02% 561
2024
Q1 		$738K Sell
9,633
-7,044
-42% -$536K 0.02% 509
2023
Q4 		$1.35M Buy
+16,677
New +$1.19M 0.04% 345

Other funds holding EDV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bleakley Financial Group's EDV Position: Q4 2024 in Review

Bleakley Financial Group sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2024, closing a stake of 8,121 shares — an estimated $647K sold.

Bleakley Financial Group first reported a position in EDV in Q4 2023 and held it in 4 quarters. The position peaked at $1.35M in Q4 2023. 183 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

  • Bleakley Financial Group reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 8,121 Vanguard World Funds Extended Duration ETF shares in Q4 2024, an estimated $647K.
  • Bleakley Financial Group first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and held it in 4 quarters.
  • Bleakley Financial Group's Vanguard World Funds Extended Duration ETF position peaked at $1.35M in Q4 2023.
  • 183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Bleakley Financial Group's 13F filing for Q4 2024, filed 27 Jan 2025.