AIP
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Almanack Investment Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Almanack Investment Partners’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
Q2 		– Sell
-9,758
Closed -$694K – 211
2025
Q1 		$694K Buy
+9,758
New +$675K 0.14% 77
2024
Q4 		– Sell
-14,403
Closed -$1.15M – 184
2024
Q3 		$1.15M Buy
14,403
+146
+1% +$11.4K 0.18% 67
2024
Q2 		$1.05M Sell
14,257
-4,742
-25% -$343K 0.18% 70
2024
Q1 		$1.46M Sell
18,999
-94,115
-83% -$7.16M 0.25% 59
2023
Q4 		$9.17M Buy
+113,114
New +$8.09M 1.7% 14
2022
Q4 		– Sell
-12,068
Closed -$1.05M – 449
2022
Q3 		$1.05M Buy
12,068
+477
+4% +$46.4K 0.2% 50
2022
Q2 		$1.16M Sell
11,591
-9,595
-45% -$997K 0.12% 124
2022
Q1 		$2.58M Sell
21,186
-4,792
-18% -$614K 0.22% 71
2021
Q4 		$3.64M Buy
25,978
+3,357
+15% +$468K 0.29% 62
2021
Q3 		$3.07M Buy
22,621
+3,553
+19% +$499K 0.27% 64
2021
Q2 		$2.58M Buy
19,068
+6,138
+47% +$795K 0.25% 70
2021
Q1 		$1.62M Sell
12,930
-56,951
-81% -$7.77M 0.17% 92
2020
Q4 		$10.6M Buy
69,881
+3,192
+5% +$507K 1.22% 20
2020
Q3 		$10.3M Sell
66,689
-27,820
-29% -$4.7M 1.27% 17
2020
Q2 		$15.7M Sell
94,509
-110,830
-54% -$18.5M 2.8% 9
2020
Q1 		$34.4M Sell
205,339
-63,779
-24% -$9.42M 7.4% 3
2019
Q4 		$35M Buy
269,118
+75,286
+39% +$10.2M 6.67% 2
2019
Q3 		$27.5M Buy
193,832
+5,101
+3% +$694K 5.34% 1
2019
Q2 		$24M Buy
188,731
+17,735
+10% +$2.13M 5.54% 3
2019
Q1 		$20.4M Sell
170,996
-31,499
-16% -$3.58M 5.77% 3
2018
Q4 		$23M Buy
202,495
+170,694
+537% +$18.2M 6.78% 1
2018
Q3 		$3.26M Buy
31,801
+29,180
+1,113% +$3.29M 0.86% 32
2018
Q2 		$301K Sell
2,621
-880
-25% -$98.6K 0.14% 75
2018
Q1 		$401K Sell
3,501
-117,388
-97% -$13.3M 0.15% 61
2017
Q4 		$14.8M Buy
120,889
+14,182
+13% +$1.69M 5.83% 2
2017
Q3 		$12.5M Buy
106,707
+50,710
+91% +$6.01M 6.08% 2
2017
Q2 		$6.62M Buy
55,997
+38,985
+229% +$4.5M 3.7% 4
2017
Q1 		$1.89M Buy
+17,012
New +$1.88M 1.41% 22

Other funds holding EDV

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return

Almanack Investment Partners's EDV Position: Q2 2025 in Review

Almanack Investment Partners sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2025, closing a stake of 9,758 shares — an estimated $694K sold.

Almanack Investment Partners first reported a position in EDV in Q1 2017 and held it in 28 quarters. The position peaked at $35M in Q4 2019. 176 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

  • Almanack Investment Partners reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 9,758 Vanguard World Funds Extended Duration ETF shares in Q2 2025, an estimated $694K.
  • Almanack Investment Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2017 and held it in 28 quarters.
  • Almanack Investment Partners's Vanguard World Funds Extended Duration ETF position peaked at $35M in Q4 2019.
  • 176 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Almanack Investment Partners's 13F filing for Q2 2025, filed 25 Jul 2025.