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BCWM LLC’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

BCWM LLC’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 		$516K Buy
7,942
+17
+0.2% +$1.12K 0.15% 50
2025
Q4 		$515K Sell
7,925
-214
-3% -$14.6K 0.15% 49
2025
Q3 		$557K Sell
8,139
-2,024
-20% -$134K 0.17% 49
2025
Q2 		$684K Sell
10,163
-7,733
-43% -$511K 0.22% 48
2025
Q1 		$1.27M Buy
17,896
+2,820
+19% +$195K 0.44% 46
2024
Q4 		$1.02M Buy
+15,076
New +$1.1M 0.36% 48
2024
Q2 		$1.06M Buy
14,395
+442
+3% +$32K 0.38% 51
2024
Q1 		$1.07M Sell
13,953
-542
-4% -$41.2K 0.37% 51
2023
Q4 		$1.17M Sell
14,495
-1,066
-7% -$76.3K 0.4% 51
2023
Q3 		$1.09M Buy
15,561
+51
+0.3% +$4.01K 0.4% 53
2023
Q2 		$1.35M Buy
15,510
+564
+4% +$49.2K 0.44% 49
2023
Q1 		$1.35M Sell
14,946
-1,293
-8% -$115K 0.43% 48
2022
Q4 		$1.34M Buy
16,239
+441
+3% +$37.2K 0.44% 49
2022
Q3 		$1.37M Buy
15,798
+105
+0.7% +$10.2K 0.5% 50
2022
Q2 		$1.57M Sell
15,693
-3,907
-20% -$406K 0.54% 49
2022
Q1 		$2.39M Sell
19,600
-1,259
-6% -$161K 0.71% 49
2021
Q4 		$2.92M Sell
20,859
-2,179
-9% -$304K 0.86% 48
2021
Q3 		$3.12M Sell
23,038
-44
-0.2% -$6.18K 0.93% 50
2021
Q2 		$3.12M Buy
23,082
+5,036
+28% +$652K 0.92% 51
2021
Q1 		$2.27M Buy
18,046
+10,271
+132% +$1.4M 0.67% 52
2020
Q4 		$1.18M Buy
7,775
+210
+3% +$33.4K 0.35% 56
2020
Q3 		$1.25M Buy
7,565
+1,170
+18% +$198K 0.43% 54
2020
Q2 		$1.06M Buy
6,395
+3,871
+153% +$647K 0.38% 55
2020
Q1 		$423K Sell
2,524
-1,888
-43% -$279K 0.18% 61
2019
Q4 		$574K Buy
4,412
+884
+25% +$120K 0.21% 57
2019
Q3 		$498K Buy
3,528
+1,868
+113% +$254K 0.2% 55
2019
Q2 		$211K Sell
1,660
-1,432
-46% -$172K 0.08% 69
2019
Q1 		$368K Sell
3,092
-3,752
-55% -$426K 0.17% 62
2018
Q4 		$7.76M Buy
6,844
+3,530
+107% +$376K 0.37% 60
2018
Q3 		$360K Buy
3,314
+7
+0.2% +$790 0.15% 63
2018
Q2 		$379K Buy
3,307
+70
+2% +$7.84K 0.17% 65
2018
Q1 		$371K Buy
+3,237
New +$367K 0.16% 59

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
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
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

BCWM LLC's EDV Position: Q1 2026 in Review

BCWM LLC increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 0.21% in Q1 2026, buying an estimated $1.12K and bringing the position to 7,942 shares worth $516K. The position accounts for 0.15% of the portfolio, ranked #50.

BCWM LLC first reported a position in EDV in Q1 2018 and has held it in 32 quarters since. The position peaked at $7.76M in Q4 2018. 183 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • BCWM LLC held 7,942 shares of Vanguard World Funds Extended Duration ETF worth $516K as of Q1 2026.
  • BCWM LLC bought 17 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $1.12K.
  • Vanguard World Funds Extended Duration ETF made up 0.15% of BCWM LLC's portfolio in Q1 2026, its #50 holding.
  • BCWM LLC first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2018 and has held it in 32 quarters since.
  • BCWM LLC's Vanguard World Funds Extended Duration ETF position peaked at $7.76M in Q4 2018.
  • 183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.