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Cadence Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Cadence Wealth Management’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 		$24.9M Buy
383,603
+171,253
+81% +$11.3M 10.39% 3
2025
Q4 		$13.8M Buy
212,350
+167,458
+373% +$11.4M 6.66% 5
2025
Q3 		$3.07M Buy
+44,892
New +$2.96M 1.61% 13

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 $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
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 $3.65B AUM 41.88% 1-Year Est. Return

Cadence Wealth Management's EDV Position: Q1 2026 in Review

Cadence Wealth Management increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 81% in Q1 2026, buying an estimated $11.3M and bringing the position to 383,603 shares worth $24.9M. The position accounts for 10.39% of the portfolio, ranked #3.

Cadence Wealth Management first reported a position in EDV in Q3 2025 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Cadence Wealth Management held 383,603 shares of Vanguard World Funds Extended Duration ETF worth $24.9M as of Q1 2026.
  • Cadence Wealth Management bought 171,253 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $11.3M.
  • Vanguard World Funds Extended Duration ETF made up 10.39% of Cadence Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Cadence Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2025 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.