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Eldridge Investment Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Eldridge Investment 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
2022
Q4 		– Sell
-3,100
Closed -$269K – 138
2022
Q3 		$269K Buy
+3,100
New +$302K 0.1% 106

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Eldridge Investment Advisors's EDV Position: Q4 2022 in Review

Eldridge Investment Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2022, closing a stake of 3,100 shares — an estimated $269K sold.

Eldridge Investment Advisors first reported a position in EDV in Q3 2022 and held it in 1 quarter. The position peaked at $269K in Q3 2022. 111 funds tracked by Wall St. Rank hold EDV as of Q4 2022.

  • Eldridge Investment Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2022 after selling out during the quarter.
  • Eldridge Investment Advisors sold 3,100 Vanguard World Funds Extended Duration ETF shares in Q4 2022, an estimated $269K.
  • Eldridge Investment Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2022 and held it in 1 quarter.
  • Eldridge Investment Advisors's Vanguard World Funds Extended Duration ETF position peaked at $269K in Q3 2022.
  • 111 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2022.

Based on Eldridge Investment Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.