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

Revere 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
2024
Q4 		– Sell
-3,160
Closed -$252K – 28
2024
Q3 		$252K Buy
+3,160
New +$246K 0.2% 23

Other funds holding EDV

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Revere Asset Management's EDV Position: Q4 2024 in Review

Revere Asset Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2024, closing a stake of 3,160 shares — an estimated $252K sold.

Revere Asset Management first reported a position in EDV in Q3 2024 and held it in 1 quarter. The position peaked at $252K in Q3 2024. 184 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

  • Revere Asset Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2024 after selling out during the quarter.
  • Revere Asset Management sold 3,160 Vanguard World Funds Extended Duration ETF shares in Q4 2024, an estimated $252K.
  • Revere Asset Management first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and held it in 1 quarter.
  • Revere Asset Management's Vanguard World Funds Extended Duration ETF position peaked at $252K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Revere Asset Management's 13F filing for Q4 2024, filed 25 Feb 2026.