SEC 13F Intelligence

Bridge Advisory, LLC / EDV

Bridge Advisory, LLC’s Vanguard World Fd Position

Does Bridge Advisory, LLC own Vanguard World Fd (EDV)? Not currently — the last reported position was 27.9K shares worth $2M in Q4 2023; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$2M
Q4 2023
Shares
27.9K
% of Portfolio
+1.13%
Quarters Held
12
position exited

Position History EDV

Reported value by quarter
Q1 ’21: $5MQ1 ’21Q2 ’21: $11MQ3 ’21: $11MQ3 ’21Q4 ’21: $11MQ1 ’22: $6MQ1 ’22Q2 ’22: $9MQ3 ’22: $8MQ3 ’22Q4 ’22: $9MQ1 ’23: $10MQ1 ’23Q2 ’23: $10MQ3 ’23: $8MQ3 ’23Q4 ’23: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202327.9K$2M+1.13%
Q3 2023108.4K$8M+2.66%
Q2 2023110.1K$10M+3.52%
Q1 2023111.8K$10M+3.91%
Q4 2022112.3K$9M+3.88%
Q3 202291.6K$8M+3.87%
Q2 202289.9K$9M+4.32%
Q1 202251.4K$6M+2.73%
Q4 202180.9K$11M+5.12%
Q3 202177.7K$11M+5.18%
Q2 202178.6K$11M+5.43%
Q1 202137.9K$5M+2.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bridge Advisory, LLC’s full portfolio or all institutional holders of EDV.