CIBC World Market
EDV icon

CIBC World Market’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

CIBC World Market’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
2023
Q3 		– Sell
-2,350
Closed -$205K – 1224
2023
Q2 		$205K Buy
2,350
+100
+4% +$8.72K ﹤0.01% 1135
2023
Q1 		$204K Buy
+2,250
New +$200K ﹤0.01% 1151
2022
Q3 		– Sell
-2,070
Closed -$207K – 1251
2022
Q2 		$207K Buy
+2,070
New +$215K ﹤0.01% 1146
2020
Q4 		– Sell
-24,279
Closed -$4.02M – 1269
2020
Q3 		$4.02M Buy
+24,279
New +$4.1M 0.02% 346
2020
Q1 		– Sell
-7,840
Closed -$1.02M – 1030
2019
Q4 		$1.02M Sell
7,840
-1,500
-16% -$204K ﹤0.01% 657
2019
Q3 		$1.32M Buy
+9,340
New +$1.27M 0.01% 569
2016
Q2 		– Sell
-28,799
Closed -$3.65M – 941
2016
Q1 		$3.65M Buy
28,799
+22,957
+393% +$2.85M 0.02% 214
2015
Q4 		$661K Buy
5,842
+123
+2% +$14.3K ﹤0.01% 571
2015
Q3 		$678K Hold
5,719
– – ﹤0.01% 545
2015
Q2 		$629K Sell
5,719
-38,513
-87% -$4.55M ﹤0.01% 599
2015
Q1 		$5.74M Buy
44,232
+18,667
+73% +$2.43M 0.02% 155
2014
Q4 		$3.17M Buy
+25,565
New +$3M 0.01% 240

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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CIBC World Market's EDV Position: Q3 2023 in Review

CIBC World Market sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2023, closing a stake of 2,350 shares — an estimated $205K sold.

CIBC World Market first reported a position in EDV in Q4 2014 and held it in 12 quarters. The position peaked at $5.74M in Q1 2015. 143 funds tracked by Wall St. Rank hold EDV as of Q3 2023.

  • CIBC World Market reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2023 after selling out during the quarter.
  • CIBC World Market sold 2,350 Vanguard World Funds Extended Duration ETF shares in Q3 2023, an estimated $205K.
  • CIBC World Market first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2014 and held it in 12 quarters.
  • CIBC World Market's Vanguard World Funds Extended Duration ETF position peaked at $5.74M in Q1 2015.
  • 143 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2023.

Based on CIBC World Market's 13F filing for Q3 2023, filed 13 Nov 2023.