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Vanguard Extended Duration ETF shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Vanguard Extended Duration ETF (EDV) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Vanguard Extended Duration ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Extended Duration ETF held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Extended Duration ETF by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0M 91k 76.60
2023-12-31 $7.5M 93k 81.03
2023-09-30 $6.1M 87k 70.03
2023-06-30 $14M 162k 87.07

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Vanguard Extended Duration ETF

Bank of America Corporation
RiverFront Investment Group
Beacon Capital Management
Royal Bank of Canada
AE Wealth Management
Raymond James & Associates
Harbour Investments
UBS Group
Hamilton Wealth
Wells Fargo & Company
Legacy Private Trust
Gladstone Institutional Advisory
Advisor Group Holdings
AMJ Financial Wealth Management
Ameritas Advisory Services

View all funds holding Vanguard Extended Duration ETF