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Voya Financial Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Voya Financial 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
2020
Q2 		– Sell
-5,842
Closed -$992K – 609
2020
Q1 		$992K Sell
5,842
-6,037
-51% -$892K 0.05% 229
2019
Q4 		$1.57M Buy
11,879
+4,854
+69% +$661K 0.08% 184
2019
Q3 		$989K Sell
7,025
-1,405
-17% -$191K 0.05% 244
2019
Q2 		$1.07M Sell
8,430
-8,218
-49% -$989K 0.06% 229
2019
Q1 		$1.99M Sell
16,648
-4,349
-21% -$494K 0.12% 141
2018
Q4 		$2.37M Sell
20,997
-5,832
-22% -$621K 0.16% 122
2018
Q3 		$2.92M Sell
26,829
-3,169
-11% -$357K 0.17% 115
2018
Q2 		$3.45M Sell
29,998
-4,943
-14% -$554K 0.22% 89
2018
Q1 		$3.96M Sell
34,941
-4,158
-11% -$471K 0.26% 85
2017
Q4 		$4.72M Buy
39,099
+2,435
+7% +$290K 0.3% 68
2017
Q3 		$4.27M Buy
36,664
+5,409
+17% +$641K 0.28% 76
2017
Q2 		$3.69M Buy
31,255
+1,983
+7% +$229K 0.26% 83
2017
Q1 		$3.29M Buy
29,272
+6,243
+27% +$692K 0.26% 84
2016
Q4 		$2.51M Buy
23,029
+4,441
+24% +$531K 0.22% 96
2016
Q3 		$2.57M Buy
18,588
+1,143
+7% +$159K 0.26% 78
2016
Q2 		$2.4M Buy
17,445
+14,974
+606% +$1.93M 0.28% 70
2016
Q1 		$311K Buy
+2,471
New +$307K 0.04% 271

Other funds holding EDV

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Voya Financial Advisors's EDV Position: Q2 2020 in Review

Voya Financial Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2020, closing a stake of 5,842 shares — an estimated $992K sold.

Voya Financial Advisors first reported a position in EDV in Q1 2016 and held it in 17 quarters. The position peaked at $4.72M in Q4 2017. 106 funds tracked by Wall St. Rank hold EDV as of Q2 2020.

  • Voya Financial Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 5,842 Vanguard World Funds Extended Duration ETF shares in Q2 2020, an estimated $992K.
  • Voya Financial Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2016 and held it in 17 quarters.
  • Voya Financial Advisors's Vanguard World Funds Extended Duration ETF position peaked at $4.72M in Q4 2017.
  • 106 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2020.

Based on Voya Financial Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.