NewEdge Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

NewEdge 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
2023 Q1	–	Sell	-25	Closed	-$2.07K	–	3611
2022 Q4	$2.07K	Buy	+25	New	+$2.11K	﹤0.01%	2831
2022 Q2	–	Sell	-80,771	Closed	-$9.83M	–	1578
2022 Q1	$9.83M	Buy	80,771 +65,936	+444%	+$8.45M	0.16%	149
2021 Q4	$2.08M	Buy	+14,835	New	+$2.07M	0.03%	441
2020 Q2	–	Sell	-14,901	Closed	-$2.5M	–	879
2020 Q1	$2.5M	Buy	+14,901	New	+$2.2M	0.12%	166

Other funds holding EDV

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

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

HFS

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

NewEdge Advisors's EDV Position: Q1 2023 in Review

NewEdge Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2023, closing a stake of 25 shares — an estimated $2.07K sold.

NewEdge Advisors first reported a position in EDV in Q1 2020 and held it in 4 quarters. The position peaked at $9.83M in Q1 2022. 126 funds tracked by Wall St. Rank hold EDV as of Q1 2023.

NewEdge Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 25 Vanguard World Funds Extended Duration ETF shares in Q1 2023, an estimated $2.07K.
NewEdge Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and held it in 4 quarters.
NewEdge Advisors's Vanguard World Funds Extended Duration ETF position peaked at $9.83M in Q1 2022.
126 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.