AWM
EDV icon

Accel Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Accel Wealth Management’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
2025
Q4 		– Sell
-13,258
Closed -$908K – 284
2025
Q3 		$908K Sell
13,258
-1,705
-11% -$113K 0.26% 91
2025
Q2 		$1.01M Sell
14,963
-209
-1% -$13.8K 0.34% 73
2025
Q1 		$1.08M Sell
15,172
-7,008
-32% -$485K 0.39% 73
2024
Q4 		$1.5M Sell
22,180
-1,363
-6% -$99.4K 0.57% 50
2024
Q3 		$1.88M Buy
23,543
+6,697
+40% +$521K 0.7% 38
2024
Q2 		$1.24M Buy
16,846
+1,760
+12% +$127K 0.49% 54
2024
Q1 		$1.16M Buy
15,086
+2,586
+21% +$197K 0.49% 54
2023
Q4 		$1.01M Buy
12,500
+846
+7% +$60.5K 0.51% 52
2023
Q3 		$816K Sell
11,654
-2,958
-20% -$232K 0.45% 64
2023
Q2 		$1.27M Buy
14,612
+13,422
+1,128% +$1.17M 0.7% 44
2023
Q1 		$108K Buy
1,190
+825
+226% +$73.2K 0.04% 311
2022
Q4 		$30.2K Buy
365
+164
+82% +$13.8K 0.01% 450
2022
Q3 		$17K Hold
201
– – 0.01% 606
2022
Q2 		$20K Buy
201
+1
+0.5% +$104 0.01% 540
2022
Q1 		$24K Hold
200
– – 0.01% 510
2021
Q4 		$28K Hold
200
– – 0.01% 502
2021
Q3 		$27K Hold
200
– – 0.02% 441
2021
Q2 		$27K Hold
200
– – 0.02% 455
2021
Q1 		$25K Sell
200
-717
-78% -$97.8K 0.02% 445
2020
Q4 		$140K Buy
+917
New +$146K 0.13% 164

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Accel Wealth Management's EDV Position: Q4 2025 in Review

Accel Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2025, closing a stake of 13,258 shares — an estimated $908K sold.

Accel Wealth Management first reported a position in EDV in Q4 2020 and held it in 20 quarters. The position peaked at $1.88M in Q3 2024. 201 funds tracked by Wall St. Rank hold EDV as of Q4 2025.

  • Accel Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2025 after selling out during the quarter.
  • Accel Wealth Management sold 13,258 Vanguard World Funds Extended Duration ETF shares in Q4 2025, an estimated $908K.
  • Accel Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2020 and held it in 20 quarters.
  • Accel Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $1.88M in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2025.

Based on Accel Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.