Envestnet Portfolio Solutions’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-23,589	Closed	-$1.88M	–	1742
2024 Q3	$1.88M	Buy	23,589 +7,457	+46%	+$580K	0.01%	682
2024 Q2	$1.18M	Sell	16,132 -310	-2%	-$22.4K	﹤0.01%	807
2024 Q1	$1.26M	Sell	16,442 -24,441	-60%	-$1.86M	﹤0.01%	775
2023 Q4	$3.31M	Buy	+40,883	New	+$2.92M	0.01%	445

Other funds holding EDV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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 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 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

Envestnet Portfolio Solutions's EDV Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2024, closing a stake of 23,589 shares — an estimated $1.88M sold.

Envestnet Portfolio Solutions first reported a position in EDV in Q4 2023 and held it in 4 quarters. The position peaked at $3.31M in Q4 2023. 183 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

Envestnet Portfolio Solutions reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2024 after selling out during the quarter.
Envestnet Portfolio Solutions sold 23,589 Vanguard World Funds Extended Duration ETF shares in Q4 2024, an estimated $1.88M.
Envestnet Portfolio Solutions first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and held it in 4 quarters.
Envestnet Portfolio Solutions's Vanguard World Funds Extended Duration ETF position peaked at $3.31M in Q4 2023.
183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.