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Bridge Advisory’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Bridge Advisory’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
-27,870
Closed -$2.26M – 103
2023
Q4 		$2.26M Sell
27,870
-80,555
-74% -$5.76M 1.13% 27
2023
Q3 		$7.59M Sell
108,425
-1,655
-2% -$130K 2.66% 9
2023
Q2 		$9.58M Sell
110,080
-1,722
-2% -$150K 3.52% 6
2023
Q1 		$10.1M Sell
111,802
-462
-0.4% -$41K 3.91% 5
2022
Q4 		$9.3M Buy
112,264
+20,655
+23% +$1.74M 3.88% 6
2022
Q3 		$7.94M Buy
91,609
+1,726
+2% +$168K 3.87% 5
2022
Q2 		$8.97M Buy
89,883
+38,489
+75% +$4M 4.32% 5
2022
Q1 		$6.26M Sell
51,394
-29,529
-36% -$3.78M 2.73% 11
2021
Q4 		$11.3M Buy
80,923
+3,266
+4% +$455K 5.12% 5
2021
Q3 		$10.5M Sell
77,657
-988
-1% -$139K 5.18% 5
2021
Q2 		$10.6M Buy
78,645
+40,734
+107% +$5.28M 5.43% 5
2021
Q1 		$4.76M Buy
+37,911
New +$5.17M 2.95% 9

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Jane Street
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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

Bridge Advisory's EDV Position: Q1 2024 in Review

Bridge Advisory sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2024, closing a stake of 27,870 shares — an estimated $2.26M sold.

Bridge Advisory first reported a position in EDV in Q1 2021 and held it in 12 quarters. The position peaked at $11.3M in Q4 2021. 170 funds tracked by Wall St. Rank hold EDV as of Q1 2024.

  • Bridge Advisory reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2024 after selling out during the quarter.
  • Bridge Advisory sold 27,870 Vanguard World Funds Extended Duration ETF shares in Q1 2024, an estimated $2.26M.
  • Bridge Advisory first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2021 and held it in 12 quarters.
  • Bridge Advisory's Vanguard World Funds Extended Duration ETF position peaked at $11.3M in Q4 2021.
  • 170 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2024.

Based on Bridge Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.