Credit Suisse’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Credit Suisse’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 Q1	–	Sell	-311	Closed	-$25.8K	–	3396
2022 Q4	$25.8K	Hold	311	–	–	﹤0.01%	3454
2022 Q3	$27K	Hold	311	–	–	﹤0.01%	3573
2022 Q2	$31K	Buy	+311	New	+$32.3K	﹤0.01%	3668
2021 Q3	–	Sell	-7,424	Closed	-$1M	–	4429
2021 Q2	$1M	Buy	7,424 +5,349	+258%	+$693K	﹤0.01%	3382
2021 Q1	$260K	Sell	2,075 -1,836	-47%	-$251K	﹤0.01%	4040
2020 Q4	$596K	Buy	3,911 +1,937	+98%	+$308K	﹤0.01%	3699
2020 Q3	$327K	Sell	1,974 -26	-1%	-$4.39K	﹤0.01%	3606
2020 Q2	$332K	Buy	+2,000	New	+$334K	﹤0.01%	3531

Other funds holding EDV

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

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Credit Suisse's EDV Position: Q1 2023 in Review

Credit Suisse sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2023, closing a stake of 311 shares — an estimated $25.8K sold.

Credit Suisse first reported a position in EDV in Q2 2020 and held it in 8 quarters. The position peaked at $1M in Q2 2021. 126 funds tracked by Wall St. Rank hold EDV as of Q1 2023.

Credit Suisse reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 311 Vanguard World Funds Extended Duration ETF shares in Q1 2023, an estimated $25.8K.
Credit Suisse first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2020 and held it in 8 quarters.
Credit Suisse's Vanguard World Funds Extended Duration ETF position peaked at $1M in Q2 2021.
126 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.