Ameritas Advisory Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Ameritas Advisory Services’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
2026 Q1	$3.27M	Sell	50,276 -33,228	-40%	-$2.2M	0.13%	152
2025 Q4	$5.43M	Buy	83,504 +80,935	+3,150%	+$5.51M	0.2%	108
2025 Q3	$176K	Sell	2,569 -811	-24%	-$53.5K	0.01%	648
2025 Q2	$227K	Sell	3,380 -367	-10%	-$24.3K	0.01%	695
2025 Q1	$258K	Sell	3,747 -209	-5%	-$14.5K	0.01%	737
2024 Q4	$268K	Buy	3,956 +1,357	+52%	+$99K	0.01%	754
2024 Q3	$207K	Sell	2,599 -50,613	-95%	-$3.94M	0.01%	799
2024 Q2	$3.91M	Buy	53,212 +19,391	+57%	+$1.4M	0.15%	142
2024 Q1	$2.57M	Sell	33,821 -137,739	-80%	-$10.5M	0.11%	196
2023 Q4	$13.9M	Buy	+171,560	New	+$12.3M	0.77%	30
2023 Q2	–	Sell	-1,972	Closed	-$178K	–	1078
2023 Q1	$178K	Buy	+1,972	New	+$175K	0.01%	801
2022 Q1	–	Sell	-85,578	Closed	-$12M	–	836
2021 Q4	$12M	Buy	+85,578	New	+$11.9M	0.44%	48

Other funds holding EDV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCT

Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Ameritas Advisory Services's EDV Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 40% in Q1 2026, selling an estimated $2.2M and leaving 50,276 shares worth $3.27M. The position accounts for 0.13% of the portfolio, ranked #152.

Ameritas Advisory Services first reported a position in EDV in Q4 2021 and has held it in 12 quarters since. The position peaked at $13.9M in Q4 2023. 183 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Ameritas Advisory Services held 50,276 shares of Vanguard World Funds Extended Duration ETF worth $3.27M as of Q1 2026.
Ameritas Advisory Services sold 33,228 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $2.2M.
Vanguard World Funds Extended Duration ETF made up 0.13% of Ameritas Advisory Services's portfolio in Q1 2026, its #152 holding.
Ameritas Advisory Services first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2021 and has held it in 12 quarters since.
Ameritas Advisory Services's Vanguard World Funds Extended Duration ETF position peaked at $13.9M in Q4 2023.
183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.