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

Spearhead Capital 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
2022 Q3	–	Sell	-4,632	Closed	-$464K	–	115
2022 Q2	$464K	Buy	4,632 +704	+18%	+$73.2K	0.07%	85
2022 Q1	$478K	Buy	+3,928	New	+$503K	0.06%	90
2021 Q3	–	Sell	-5,807	Closed	-$786K	–	188
2021 Q2	$786K	Buy	5,807 +30	+0.5%	+$3.88K	0.11%	71
2021 Q1	$725K	Buy	5,777 +900	+18%	+$123K	0.11%	70
2020 Q4	$743K	Buy	4,877 +807	+20%	+$128K	0.12%	69
2020 Q3	$674K	Buy	4,070 +1,412	+53%	+$238K	0.13%	70
2020 Q2	$441K	Buy	2,658 +1,108	+71%	+$185K	0.09%	79
2020 Q1	$260K	Buy	+1,550	New	+$229K	0.08%	89

Other funds holding EDV

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

MAM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

AWM

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Spearhead Capital Advisors's EDV Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2022, closing a stake of 4,632 shares — an estimated $464K sold.

Spearhead Capital Advisors first reported a position in EDV in Q1 2020 and held it in 8 quarters. The position peaked at $786K in Q2 2021. 107 funds tracked by Wall St. Rank hold EDV as of Q3 2022.

Spearhead Capital Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 4,632 Vanguard World Funds Extended Duration ETF shares in Q3 2022, an estimated $464K.
Spearhead Capital Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and held it in 8 quarters.
Spearhead Capital Advisors's Vanguard World Funds Extended Duration ETF position peaked at $786K in Q2 2021.
107 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.