Cetera Advisor Networks’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Cetera Advisor Networks’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	$4.18M	Buy	54,576 +2,175	+4%	+$166K	0.02%	703
2023 Q4	$4.25M	Buy	52,401 +32,033	+157%	+$2.29M	0.02%	647
2023 Q3	$1.43M	Buy	20,368 +2,221	+12%	+$175K	0.01%	1064
2023 Q2	$1.58M	Buy	+18,147	New	+$1.58M	0.01%	976
2020 Q3	–	Sell	-123	Closed	-$21K	–	1696
2020 Q2	$21K	Buy	+123	New	+$20.6K	﹤0.01%	2358

Other funds holding EDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Advisor Networks's EDV Position: Q1 2024 in Review

Cetera Advisor Networks increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 4.2% in Q1 2024, buying an estimated $166K and bringing the position to 54,576 shares worth $4.18M. The position accounts for 0.02% of the portfolio, ranked #703.

Cetera Advisor Networks first reported a position in EDV in Q2 2020 and has held it in 5 quarters since. The position peaked at $4.25M in Q4 2023. 171 funds tracked by Wall St. Rank hold EDV as of Q1 2024.

Cetera Advisor Networks held 54,576 shares of Vanguard World Funds Extended Duration ETF worth $4.18M as of Q1 2024.
Cetera Advisor Networks bought 2,175 Vanguard World Funds Extended Duration ETF shares in Q1 2024, an estimated $166K.
Vanguard World Funds Extended Duration ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #703 holding.
Cetera Advisor Networks first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2020 and has held it in 5 quarters since.
Cetera Advisor Networks's Vanguard World Funds Extended Duration ETF position peaked at $4.25M in Q4 2023.
171 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.