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Ted Buchan & Co’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Ted Buchan & Co’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
Q1 		– Sell
-9,928
Closed -$804K – 92
2023
Q4 		$804K Sell
9,928
-2,366
-19% -$169K 0.59% 38
2023
Q3 		$861K Sell
12,294
-8,437
-41% -$663K 0.69% 32
2023
Q2 		$1.81M Buy
+20,731
New +$1.81M 1.39% 18

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ted Buchan & Co's EDV Position: Q1 2024 in Review

Ted Buchan & Co sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2024, closing a stake of 9,928 shares — an estimated $804K sold.

Ted Buchan & Co first reported a position in EDV in Q2 2023 and held it in 3 quarters. The position peaked at $1.81M in Q2 2023. 170 funds tracked by Wall St. Rank hold EDV as of Q1 2024.

  • Ted Buchan & Co reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2024 after selling out during the quarter.
  • Ted Buchan & Co sold 9,928 Vanguard World Funds Extended Duration ETF shares in Q1 2024, an estimated $804K.
  • Ted Buchan & Co first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2023 and held it in 3 quarters.
  • Ted Buchan & Co's Vanguard World Funds Extended Duration ETF position peaked at $1.81M in Q2 2023.
  • 170 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2024.

Based on Ted Buchan & Co's 13F filing for Q1 2024, filed 6 Sep 2024.