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

Avantax 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
2025
Q2 		$253K Sell
3,761
-227
-6% -$15K ﹤0.01% 2045
2025
Q1 		$284K Buy
3,988
+29
+0.7% +$2K ﹤0.01% 1872
2024
Q4 		$268K Sell
3,959
-2,211
-36% -$161K ﹤0.01% 1859
2024
Q3 		$492K Buy
6,170
+1,267
+26% +$98.5K ﹤0.01% 1419
2024
Q2 		$360K Buy
4,903
+533
+12% +$38.6K ﹤0.01% 1579
2024
Q1 		$335K Sell
4,370
-7,638
-64% -$581K ﹤0.01% 1241
2023
Q4 		$973K Sell
12,008
-6,817
-36% -$488K 0.01% 724
2023
Q3 		$1.32M Buy
18,825
+7,730
+70% +$607K 0.01% 590
2023
Q2 		$966K Buy
11,095
+6,712
+153% +$586K 0.01% 691
2023
Q1 		$397K Buy
4,383
+1,758
+67% +$156K ﹤0.01% 1008
2022
Q4 		$217K Buy
+2,625
New +$221K ﹤0.01% 1272

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

Avantax Advisory Services's EDV Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 5.7% in Q2 2025, selling an estimated $15K and leaving 3,761 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Avantax Advisory Services first reported a position in EDV in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.32M in Q3 2023. 176 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

  • Avantax Advisory Services held 3,761 shares of Vanguard World Funds Extended Duration ETF worth $253K as of Q2 2025.
  • Avantax Advisory Services sold 227 Vanguard World Funds Extended Duration ETF shares in Q2 2025, an estimated $15K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2045 holding.
  • Avantax Advisory Services first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2022 and has held it in 11 quarters since.
  • Avantax Advisory Services's Vanguard World Funds Extended Duration ETF position peaked at $1.32M in Q3 2023.
  • 176 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.