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Wedbush Securities’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Wedbush Securities’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
Q4 		– Sell
-3,393
Closed -$270K – 1153
2024
Q3 		$270K Sell
3,393
-507
-13% -$39.4K 0.01% 848
2024
Q2 		$286K Hold
3,900
– – 0.01% 880
2024
Q1 		$299K Buy
3,900
+737
+23% +$56.1K 0.01% 881
2023
Q4 		$256K Buy
+3,163
New +$226K 0.01% 843
2021
Q1 		– Sell
-2,350
Closed -$358K – 1082
2020
Q4 		$358K Sell
2,350
-1,085
-32% -$172K 0.03% 573
2020
Q3 		$569K Sell
3,435
-4,670
-58% -$789K 0.05% 380
2020
Q2 		$1.35M Buy
8,105
+1,305
+19% +$218K 0.13% 160
2020
Q1 		$1.14M Sell
6,800
-1,923
-22% -$284K 0.14% 154
2019
Q4 		$1.13M Sell
8,723
-4,945
-36% -$673K 0.1% 217
2019
Q3 		$1.93M Buy
+13,668
New +$1.86M 0.19% 123
2018
Q1 		– Sell
-2,404
Closed -$291K – 837
2017
Q4 		$291K Buy
2,404
+123
+5% +$14.6K 0.04% 557
2017
Q3 		$266K Hold
2,281
– – 0.03% 598
2017
Q2 		$268K Buy
+2,281
New +$263K 0.03% 588
2017
Q1 		– Sell
-26,360
Closed -$2.88M – 854
2016
Q4 		$2.88M Buy
26,360
+701
+3% +$83.9K 0.42% 44
2016
Q3 		$3.5M Buy
25,659
+381
+2% +$52.9K 0.52% 31
2016
Q2 		$3.49M Buy
25,278
+9,173
+57% +$1.18M 0.57% 26
2016
Q1 		$2.04M Buy
+16,105
New +$2M 0.35% 55
2015
Q2 		– Sell
-1,810
Closed -$235K – 743
2015
Q1 		$235K Buy
+1,810
New +$236K 0.04% 517
2013
Q3 		– Sell
-19,495
Closed -$1.97M – 588
2013
Q2 		$1.97M Buy
+19,495
New +$2.16M 0.54% 41

Other funds holding EDV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Wedbush Securities's EDV Position: Q4 2024 in Review

Wedbush Securities sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2024, closing a stake of 3,393 shares — an estimated $270K sold.

Wedbush Securities first reported a position in EDV in Q2 2013 and held it in 19 quarters. The position peaked at $3.5M in Q3 2016. 183 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

  • Wedbush Securities reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2024 after selling out during the quarter.
  • Wedbush Securities sold 3,393 Vanguard World Funds Extended Duration ETF shares in Q4 2024, an estimated $270K.
  • Wedbush Securities first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2013 and held it in 19 quarters.
  • Wedbush Securities's Vanguard World Funds Extended Duration ETF position peaked at $3.5M in Q3 2016.
  • 183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Wedbush Securities's 13F filing for Q4 2024, filed 13 Feb 2025.