Jim Simons’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Jim Simons’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
2023 Q2	–	Sell	-3,200	Closed	-$290K	–	4008
2023 Q1	$290K	Sell	3,200 -4,100	-56%	-$364K	﹤0.01%	3140
2022 Q4	$605K	Buy	+7,300	New	+$615K	﹤0.01%	2841
2022 Q3	–	Sell	-11,900	Closed	-$1.19M	–	4095
2022 Q2	$1.19M	Buy	+11,900	New	+$1.24M	﹤0.01%	2592
2022 Q1	–	Sell	-6,700	Closed	-$938K	–	4148
2021 Q4	$938K	Buy	+6,700	New	+$934K	﹤0.01%	2693
2021 Q2	–	Sell	-23,100	Closed	-$2.9M	–	3528
2021 Q1	$2.9M	Buy	+23,100	New	+$3.15M	﹤0.01%	1986
2020 Q3	–	Sell	-3,000	Closed	-$498K	–	3444
2020 Q2	$498K	Sell	3,000 -4,900	-62%	-$819K	﹤0.01%	2879
2020 Q1	$1.32M	Buy	+7,900	New	+$1.17M	﹤0.01%	2276
2019 Q4	–	Sell	-2,400	Closed	-$339K	–	3548
2019 Q3	$339K	Sell	2,400 -14,600	-86%	-$1.99M	﹤0.01%	2999
2019 Q2	$2.16M	Buy	17,000 +5,800	+52%	+$698K	﹤0.01%	2282
2019 Q1	$1.33M	Buy	+11,200	New	+$1.27M	﹤0.01%	2537
2018 Q4	–	Sell	-3,200	Closed	-$347K	–	3428
2018 Q3	$347K	Buy	3,200 +1,000	+45%	+$113K	﹤0.01%	2969
2018 Q2	$252K	Buy	+2,200	New	+$247K	﹤0.01%	3019

Other funds holding EDV

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Jim Simons's EDV Position: Q2 2023 in Review

Jim Simons sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2023, closing a stake of 3,200 shares — an estimated $290K sold.

Jim Simons first reported a position in EDV in Q2 2018 and held it in 12 quarters. The position peaked at $2.9M in Q1 2021. 152 funds tracked by Wall St. Rank hold EDV as of Q2 2023.

Jim Simons reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2023 after selling out during the quarter.
Jim Simons sold 3,200 Vanguard World Funds Extended Duration ETF shares in Q2 2023, an estimated $290K.
Jim Simons first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2018 and held it in 12 quarters.
Jim Simons's Vanguard World Funds Extended Duration ETF position peaked at $2.9M in Q1 2021.
152 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2023.

Based on Renaissance Technologies's 13F filing for Q2 2023, filed 11 Aug 2023.