Cyndeo Wealth Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Cyndeo Wealth Partners’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
2025 Q1	–	Sell	-3,596	Closed	-$244K	–	459
2024 Q4	$244K	Sell	3,596 -89,613	-96%	-$6.54M	0.02%	401
2024 Q3	$7.43M	Buy	93,209 +1,318	+1%	+$102K	0.52%	58
2024 Q2	$6.75M	Buy	91,891 +702	+0.8%	+$50.8K	0.53%	52
2024 Q1	$6.99M	Sell	91,189 -1,265	-1%	-$96.3K	0.58%	46
2023 Q4	$7.49M	Buy	92,454 +5,342	+6%	+$382K	0.69%	33
2023 Q3	$6.1M	Sell	87,112 -74,499	-46%	-$5.85M	0.64%	45
2023 Q2	$14.1M	Buy	+161,611	New	+$14.1M	1.47%	15

Other funds holding EDV

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

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

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Cyndeo Wealth Partners's EDV Position: Q1 2025 in Review

Cyndeo Wealth Partners sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2025, closing a stake of 3,596 shares — an estimated $244K sold.

Cyndeo Wealth Partners first reported a position in EDV in Q2 2023 and held it in 7 quarters. The position peaked at $14.1M in Q2 2023. 194 funds tracked by Wall St. Rank hold EDV as of Q1 2025.

Cyndeo Wealth Partners reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 3,596 Vanguard World Funds Extended Duration ETF shares in Q1 2025, an estimated $244K.
Cyndeo Wealth Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2023 and held it in 7 quarters.
Cyndeo Wealth Partners's Vanguard World Funds Extended Duration ETF position peaked at $14.1M in Q2 2023.
194 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.