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Allium Financial Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Allium Financial Advisors’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
Q3 		– Sell
-6,169
Closed -$415K – 83
2025
Q2 		$415K Sell
6,169
-2,464
-29% -$163K 0.36% 45
2025
Q1 		$614K Buy
+8,633
New +$597K 0.56% 32

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Allium Financial Advisors's EDV Position: Q3 2025 in Review

Allium Financial Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2025, closing a stake of 6,169 shares — an estimated $415K sold.

Allium Financial Advisors first reported a position in EDV in Q1 2025 and held it in 2 quarters. The position peaked at $614K in Q1 2025. 173 funds tracked by Wall St. Rank hold EDV as of Q3 2025.

  • Allium Financial Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2025 after selling out during the quarter.
  • Allium Financial Advisors sold 6,169 Vanguard World Funds Extended Duration ETF shares in Q3 2025, an estimated $415K.
  • Allium Financial Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2025 and held it in 2 quarters.
  • Allium Financial Advisors's Vanguard World Funds Extended Duration ETF position peaked at $614K in Q1 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2025.

Based on Allium Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.