FAM
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Frontier Asset Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Frontier Asset Management’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
-8,259
Closed -$716K – 56
2022
Q3 		$716K Buy
+8,259
New +$804K 0.62% 32

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HFS
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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

Frontier Asset Management's EDV Position: Q4 2022 in Review

Frontier Asset Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2022, closing a stake of 8,259 shares — an estimated $716K sold.

Frontier Asset Management first reported a position in EDV in Q3 2022 and held it in 1 quarter. The position peaked at $716K in Q3 2022. 111 funds tracked by Wall St. Rank hold EDV as of Q4 2022.

  • Frontier Asset Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2022 after selling out during the quarter.
  • Frontier Asset Management sold 8,259 Vanguard World Funds Extended Duration ETF shares in Q4 2022, an estimated $716K.
  • Frontier Asset Management first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2022 and held it in 1 quarter.
  • Frontier Asset Management's Vanguard World Funds Extended Duration ETF position peaked at $716K in Q3 2022.
  • 111 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2022.

Based on Frontier Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.