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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
Q2 		– Sell
-6,010
Closed -$390K – 2150
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

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atria Investments's EDV Position: Q2 2026 in Review

Atria Investments sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026, closing a stake of 6,010 shares — an estimated $390K sold.

Atria Investments first reported a position in EDV in Q3 2017 and held it in 12 quarters. The position peaked at $1.77M in Q4 2023. 188 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Atria Investments reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 6,010 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $390K.
  • Atria Investments first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2017 and held it in 12 quarters.
  • Atria Investments's Vanguard World Funds Extended Duration ETF position peaked at $1.77M in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.