CAWM
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Capital A Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Capital A 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
2025
Q2 		$324 Buy
+4
New +$264 ﹤0.01% 400

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 $445B AUM 25.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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 74.26% 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

Capital A Wealth Management's EDV Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2025: 4 shares worth $324. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings.

177 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

  • Capital A Wealth Management held 4 shares of Vanguard World Funds Extended Duration ETF worth $324 as of Q2 2025.
  • Vanguard World Funds Extended Duration ETF was a new Capital A Wealth Management position in Q2 2025.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #400 holding.
  • 177 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.