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Moss Adams Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Moss Adams Wealth Advisors’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
-15,902
Closed -$1.27M – 211
2024
Q3 		$1.27M Buy
+15,902
New +$1.24M 0.14% 47

Other funds holding EDV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
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
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
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

Moss Adams Wealth Advisors's EDV Position: Q4 2024 in Review

Moss Adams Wealth Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2024, closing a stake of 15,902 shares — an estimated $1.27M sold.

Moss Adams Wealth Advisors first reported a position in EDV in Q3 2024 and held it in 1 quarter. The position peaked at $1.27M in Q3 2024. 183 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

  • Moss Adams Wealth Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2024 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 15,902 Vanguard World Funds Extended Duration ETF shares in Q4 2024, an estimated $1.27M.
  • Moss Adams Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $1.27M in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.