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Valley National Advisers’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Valley National Advisers’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
-100
Closed -$10K – 931
2022
Q2 		$10K Buy
+100
New +$10.4K ﹤0.01% 565

Other funds holding EDV

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Valley National Advisers's EDV Position: Q3 2022 in Review

Valley National Advisers sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2022, closing a stake of 100 shares — an estimated $10K sold.

Valley National Advisers first reported a position in EDV in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 107 funds tracked by Wall St. Rank hold EDV as of Q3 2022.

  • Valley National Advisers reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2022 after selling out during the quarter.
  • Valley National Advisers sold 100 Vanguard World Funds Extended Duration ETF shares in Q3 2022, an estimated $10K.
  • Valley National Advisers first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2022 and held it in 1 quarter.
  • Valley National Advisers's Vanguard World Funds Extended Duration ETF position peaked at $10K in Q2 2022.
  • 107 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2022.

Based on Valley National Advisers's 13F filing for Q3 2022, filed 8 Nov 2022.