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Ballew Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Ballew Advisors’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
Q3 		– Sell
-9,542
Closed -$626K – 124
2025
Q2 		$626K Sell
9,542
-951
-9% -$62.9K 0.37% 63
2025
Q1 		$693K Buy
10,493
+132
+1% +$9.13K 0.46% 54
2024
Q4 		$676K Buy
10,361
+3
+0% +$219 0.43% 56
2024
Q3 		$780K Sell
10,358
-397
-4% -$30.9K 0.52% 47
2024
Q2 		$792K Sell
10,755
-229
-2% -$16.6K 0.52% 49
2024
Q1 		$784K Sell
10,984
-391
-3% -$29.8K 0.54% 49
2023
Q4 		$863K Sell
11,375
-905
-7% -$64.7K 0.65% 42
2023
Q3 		$820K Sell
12,280
-926
-7% -$72.8K 0.68% 40
2023
Q2 		$1.09M Buy
13,206
+33
+0.3% +$2.88K 0.79% 34
2023
Q1 		$1.15M Sell
13,173
-459
-3% -$40.7K 0.84% 28
2022
Q4 		$1.25M Sell
13,632
-9,307
-41% -$784K 0.96% 24
2022
Q3 		$1.9M Buy
22,939
+386
+2% +$37.6K 1.7% 14
2022
Q2 		$2.26M Buy
22,553
+882
+4% +$91.7K 2.07% 13
2022
Q1 		$2.4M Buy
21,671
+49
+0.2% +$6.28K 1.83% 13
2021
Q4 		$2.88M Buy
+21,622
New +$3.01M 2% 13
2020
Q4 		– Sell
-13,705
Closed -$2.2M – 112
2020
Q3 		$2.2M Buy
+13,705
New +$2.31M 1.86% 12

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $3.65B AUM 41.88% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Ballew Advisors's EDV Position: Q3 2025 in Review

Ballew Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2025, closing a stake of 9,542 shares — an estimated $626K sold.

Ballew Advisors first reported a position in EDV in Q3 2020 and held it in 16 quarters. The position peaked at $2.88M in Q4 2021. 172 funds tracked by Wall St. Rank hold EDV as of Q3 2025.

  • Ballew Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2025 after selling out during the quarter.
  • Ballew Advisors sold 9,542 Vanguard World Funds Extended Duration ETF shares in Q3 2025, an estimated $626K.
  • Ballew Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2020 and held it in 16 quarters.
  • Ballew Advisors's Vanguard World Funds Extended Duration ETF position peaked at $2.88M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2025.

Based on Ballew Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.