WI
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WBI Investments’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

WBI Investments’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
-40,178
Closed -$6.74M – 111
2020
Q1 		$6.74M Buy
+40,178
New +$5.94M 1.27% 16

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 $43.3B AUM 29.3% 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

WBI Investments's EDV Position: Q2 2020 in Review

WBI Investments sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2020, closing a stake of 40,178 shares — an estimated $6.74M sold.

WBI Investments first reported a position in EDV in Q1 2020 and held it in 1 quarter. The position peaked at $6.74M in Q1 2020. 106 funds tracked by Wall St. Rank hold EDV as of Q2 2020.

  • WBI Investments reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2020 after selling out during the quarter.
  • WBI Investments sold 40,178 Vanguard World Funds Extended Duration ETF shares in Q2 2020, an estimated $6.74M.
  • WBI Investments first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and held it in 1 quarter.
  • WBI Investments's Vanguard World Funds Extended Duration ETF position peaked at $6.74M in Q1 2020.
  • 106 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2020.

Based on WBI Investments's 13F filing for Q2 2020, filed 11 Aug 2020.