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

Atria Wealth Solutions’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	$975K	Sell	14,487 -51,822	-78%	-$3.43M	0.02%	646
2025 Q1	$4.72M	Sell	66,309 -1,161	-2%	-$80.3K	0.06%	352
2024 Q4	$4.57M	Sell	67,470 -30,699	-31%	-$2.24M	0.05%	380
2024 Q3	$7.82M	Buy	98,169 +14,637	+18%	+$1.14M	0.08%	246
2024 Q2	$6.13M	Sell	83,532 -3,862	-4%	-$279K	0.07%	294
2024 Q1	$6.69M	Sell	87,394 -38,174	-30%	-$2.91M	0.08%	268
2023 Q4	$10.2M	Buy	125,568 +55,977	+80%	+$4M	0.13%	167
2023 Q3	$4.87M	Sell	69,591 -33,324	-32%	-$2.62M	0.07%	299
2023 Q2	$8.96M	Buy	102,915 +31,536	+44%	+$2.75M	0.12%	168
2023 Q1	$6.46M	Buy	71,379 +24,229	+51%	+$2.15M	0.1%	209
2022 Q4	$3.91M	Buy	47,150 +431	+0.9%	+$36.3K	0.06%	307
2022 Q3	$4.05M	Buy	46,719 +42,261	+948%	+$4.11M	0.07%	273
2022 Q2	$446K	Sell	4,458 -7,196	-62%	-$748K	0.01%	1030
2022 Q1	$1.42M	Buy	+11,654	New	+$1.49M	0.02%	594

Other funds holding EDV

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

IRM

Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return

Atria Wealth Solutions's EDV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 78% in Q2 2025, selling an estimated $3.43M and leaving 14,487 shares worth $975K. The position accounts for 0.02% of the portfolio, ranked #646.

Atria Wealth Solutions first reported a position in EDV in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.2M in Q4 2023. 178 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

Atria Wealth Solutions held 14,487 shares of Vanguard World Funds Extended Duration ETF worth $975K as of Q2 2025.
Atria Wealth Solutions sold 51,822 Vanguard World Funds Extended Duration ETF shares in Q2 2025, an estimated $3.43M.
Vanguard World Funds Extended Duration ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #646 holding.
Atria Wealth Solutions first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard World Funds Extended Duration ETF position peaked at $10.2M in Q4 2023.
178 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.