Simplicity Solutions’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Simplicity Solutions’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 Q4	$1.35M	Buy	+16,677	New	+$1.19M	0.04%	378
2021 Q1	–	Sell	-6,531	Closed	-$995K	–	600
2020 Q4	$995K	Sell	6,531 -3,810	-37%	-$606K	0.01%	542
2020 Q3	$1.71M	Buy	+10,341	New	+$1.75M	0.03%	365
2020 Q2	–	Sell	-3,794	Closed	-$636K	–	888
2020 Q1	$636K	Buy	3,794 +1,387	+58%	+$205K	0.02%	439
2019 Q4	$313K	Sell	2,407 -1,797	-43%	-$245K	0.01%	665
2019 Q3	$594K	Buy	+4,204	New	+$572K	0.02%	388

Other funds holding EDV

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

HFS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Simplicity Solutions's EDV Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q4 2023: 16,677 shares worth $1.35M. The stake represents 0.04% of the portfolio and ranks #378 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in EDV as recently as Q4 2020.

Simplicity Solutions first reported a position in EDV in Q3 2019 and has held it in 6 quarters since. The position peaked at $1.71M in Q3 2020. 184 funds tracked by Wall St. Rank hold EDV as of Q4 2023.

Simplicity Solutions held 16,677 shares of Vanguard World Funds Extended Duration ETF worth $1.35M as of Q4 2023.
Vanguard World Funds Extended Duration ETF was a new Simplicity Solutions position in Q4 2023.
Vanguard World Funds Extended Duration ETF made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #378 holding.
Simplicity Solutions first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2019 and has held it in 6 quarters since.
Simplicity Solutions's Vanguard World Funds Extended Duration ETF position peaked at $1.71M in Q3 2020.
184 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.