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Criterion Capital Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Criterion Capital Advisors’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 		$24.2K Hold
330
– – 0.02% 193
2024
Q3 		$24.2K Hold
330
– – 0.02% 193
2024
Q2 		$24.2K Hold
330
– – 0.02% 193
2024
Q1 		$25.3K Hold
330
– – 0.02% 192
2023
Q4 		$26.7K Buy
+330
New +$23.6K 0.02% 192

Other funds holding EDV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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
LPL Financial
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

Criterion Capital Advisors's EDV Position: Q4 2024 in Review

Criterion Capital Advisors held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q4 2024 at 330 shares worth $24.2K. The position accounts for 0.02% of the portfolio, ranked #193.

Criterion Capital Advisors first reported a position in EDV in Q4 2023 and has held it in 5 quarters since. The position peaked at $26.7K in Q4 2023. 183 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

  • Criterion Capital Advisors held 330 shares of Vanguard World Funds Extended Duration ETF worth $24.2K as of Q4 2024.
  • Criterion Capital Advisors left its Vanguard World Funds Extended Duration ETF share count unchanged in Q4 2024.
  • Vanguard World Funds Extended Duration ETF made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #193 holding.
  • Criterion Capital Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Vanguard World Funds Extended Duration ETF position peaked at $26.7K in Q4 2023.
  • 183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.