Atria Investments’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Atria Investments’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	$390K	Sell	6,010 -7,198	-54%	-$476K	﹤0.01%	1588
2025 Q4	$859K	Buy	+13,208	New	+$899K	0.01%	1152
2024 Q4	–	Sell	-11,110	Closed	-$885K	–	1887
2024 Q3	$885K	Buy	11,110 +2,821	+34%	+$219K	0.01%	1029
2024 Q2	$608K	Buy	+8,289	New	+$600K	0.01%	1210
2024 Q1	–	Sell	-21,796	Closed	-$1.77M	–	972
2023 Q4	$1.77M	Buy	+21,796	New	+$1.56M	0.03%	647
2020 Q4	–	Sell	-9,504	Closed	-$1.57M	–	674
2020 Q3	$1.57M	Buy	+9,504	New	+$1.61M	0.05%	411
2020 Q1	–	Sell	-2,843	Closed	-$370K	–	709
2019 Q4	$370K	Sell	2,843 -3,286	-54%	-$447K	0.01%	899
2019 Q3	$866K	Buy	6,129 +3,112	+103%	+$423K	0.03%	459
2019 Q2	$435K	Sell	3,017 -4,503	-60%	-$542K	0.02%	625
2019 Q1	$896K	Buy	+7,520	New	+$855K	0.04%	387
2018 Q1	–	Sell	-2,566	Closed	-$310K	–	880
2017 Q4	$310K	Sell	2,566 -641	-20%	-$76.3K	0.02%	633
2017 Q3	$374K	Buy	+3,207	New	+$380K	0.02%	528

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 $1.94B AUM 14.31% 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

Atria Investments's EDV Position: Q1 2026 in Review

Atria Investments reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 54% in Q1 2026, selling an estimated $476K and leaving 6,010 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Atria Investments first reported a position in EDV in Q3 2017 and has held it in 12 quarters since. The position peaked at $1.77M in Q4 2023. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Atria Investments held 6,010 shares of Vanguard World Funds Extended Duration ETF worth $390K as of Q1 2026.
Atria Investments sold 7,198 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $476K.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1588 holding.
Atria Investments first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2017 and has held it in 12 quarters since.
Atria Investments's Vanguard World Funds Extended Duration ETF position peaked at $1.77M in Q4 2023.
182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.