Bouvel Investment Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Bouvel Investment Partners’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	–	Sell	-44,119	Closed	-$3.52M	–	82
2025 Q1	$3.52M	Buy	+44,119	New	+$3.05M	1.32%	29
2024 Q4	–	Sell	-44,119	Closed	-$3.52M	–	81
2024 Q3	$3.52M	Sell	44,119 -454	-1%	-$35.3K	1.32%	29
2024 Q2	$3.27M	Buy	44,573 +501	+1%	+$36.3K	1.27%	33
2024 Q1	$3.38M	Sell	44,072 -1,142	-3%	-$86.9K	1.46%	26
2023 Q4	$3.66M	Sell	45,214 -502	-1%	-$35.9K	1.71%	18
2023 Q3	$3.2M	Buy	+45,716	New	+$3.59M	1.73%	16

Other funds holding EDV

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bouvel Investment Partners's EDV Position: Q2 2025 in Review

Bouvel Investment Partners sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2025, closing a stake of 44,119 shares — an estimated $3.52M sold.

Bouvel Investment Partners first reported a position in EDV in Q3 2023 and held it in 6 quarters. The position peaked at $3.66M in Q4 2023. 176 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

Bouvel Investment Partners reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2025 after selling out during the quarter.
Bouvel Investment Partners sold 44,119 Vanguard World Funds Extended Duration ETF shares in Q2 2025, an estimated $3.52M.
Bouvel Investment Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2023 and held it in 6 quarters.
Bouvel Investment Partners's Vanguard World Funds Extended Duration ETF position peaked at $3.66M in Q4 2023.
176 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Bouvel Investment Partners's 13F filing for Q2 2025, filed 11 Jul 2025.