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

Cape Investment 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
2026
Q1 		– Sell
-100
Closed -$6.5K – 469
2025
Q4 		$6.5K Buy
+100
New +$6.81K ﹤0.01% 852
2024
Q4 		– Sell
-427
Closed -$34K – 1146
2024
Q3 		$34K Buy
427
+96
+29% +$7.46K 0.01% 373
2024
Q2 		$24.3K Buy
331
+2
+0.6% +$145 0.01% 399
2024
Q1 		$25.2K Sell
329
-372
-53% -$28.3K 0.01% 408
2023
Q4 		$56.8K Buy
+701
New +$50.1K 0.03% 329

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 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
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return