Capital Analysts LLC’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Capital Analysts LLC’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	-13	Closed	-$1K	–	1321
2024 Q3	$1K	Buy	+13	New	+$1.01K	﹤0.01%	1254
2023 Q1	–	Sell	-1,321	Closed	-$109K	–	996
2022 Q4	$109K	Buy	1,321 +148	+13%	+$12.5K	0.01%	482
2022 Q3	$102K	Buy	1,173 +13	+1%	+$1.26K	0.01%	441
2022 Q2	$116K	Buy	1,160 +54	+5%	+$5.61K	0.01%	411
2022 Q1	$135K	Buy	1,106 +7	+0.6%	+$897	0.01%	379
2021 Q4	$154K	Sell	1,099 -48	-4%	-$6.69K	0.01%	376
2021 Q3	$155K	Sell	1,147 -1,132	-50%	-$159K	0.01%	379
2021 Q2	$308K	Buy	2,279 +325	+17%	+$42.1K	0.02%	294
2021 Q1	$245K	Buy	+1,954	New	+$267K	0.02%	309

Other funds holding EDV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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 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 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

Capital Analysts LLC's EDV Position: Q4 2024 in Review

Capital Analysts LLC sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2024, closing a stake of 13 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in EDV in Q1 2021 and held it in 9 quarters. The position peaked at $308K in Q2 2021. 183 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

Capital Analysts LLC reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2024 after selling out during the quarter.
Capital Analysts LLC sold 13 Vanguard World Funds Extended Duration ETF shares in Q4 2024, an estimated $1K.
Capital Analysts LLC first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2021 and held it in 9 quarters.
Capital Analysts LLC's Vanguard World Funds Extended Duration ETF position peaked at $308K in Q2 2021.
183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.