Fieldpoint Private Securities’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Fieldpoint Private Securities’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 Q2	$691K	Buy	+6,902	New	+$717K	0.2%	117

Other funds holding EDV

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Fieldpoint Private Securities's EDV Position: Q2 2022 in Review

Fieldpoint Private Securities opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2022: 6,902 shares worth $691K. The stake represents 0.2% of the portfolio and ranks #117 among its holdings.

108 funds tracked by Wall St. Rank hold EDV as of Q2 2022.

Fieldpoint Private Securities held 6,902 shares of Vanguard World Funds Extended Duration ETF worth $691K as of Q2 2022.
Vanguard World Funds Extended Duration ETF was a new Fieldpoint Private Securities position in Q2 2022.
Vanguard World Funds Extended Duration ETF made up 0.2% of Fieldpoint Private Securities's portfolio in Q2 2022, its #117 holding.
108 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.