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Heritage Wealth Management (Arizona)’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Heritage Wealth Management (Arizona)’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 		$153K Buy
+1,842
New +$155K 0.02% 360

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

Heritage Wealth Management (Arizona)'s EDV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q4 2022: 1,842 shares worth $153K. The stake represents 0.02% of the portfolio and ranks #360 among its holdings.

111 funds tracked by Wall St. Rank hold EDV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,842 shares of Vanguard World Funds Extended Duration ETF worth $153K as of Q4 2022.
  • Vanguard World Funds Extended Duration ETF was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • Vanguard World Funds Extended Duration ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #360 holding.
  • 111 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.