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Clear Creek Financial Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Clear Creek Financial 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
Q4 		– Sell
-22,048
Closed -$1.51M – 594
2025
Q3 		$1.51M Sell
22,048
-30,226
-58% -$2M 0.13% 163
2025
Q2 		$3.52M Sell
52,274
-283
-0.5% -$18.7K 0.33% 62
2025
Q1 		$3.74M Sell
52,557
-761
-1% -$52.6K 0.39% 54
2024
Q4 		$3.61M Sell
53,318
-1,167
-2% -$85.1K 0.39% 51
2024
Q3 		$4.34M Buy
54,485
+2,055
+4% +$160K 0.49% 43
2024
Q2 		$3.85M Buy
52,430
+973
+2% +$70.4K 0.47% 43
2024
Q1 		$3.94M Buy
51,457
+845
+2% +$64.3K 0.5% 39
2023
Q4 		$4.1M Buy
50,612
+986
+2% +$70.5K 0.65% 27
2023
Q3 		$3.48M Buy
49,626
+1,500
+3% +$118K 0.61% 31
2023
Q2 		$4.19M Sell
48,126
-1,527
-3% -$133K 0.73% 31
2023
Q1 		$4.5M Buy
49,653
+1,370
+3% +$122K 0.85% 28
2022
Q4 		$4M Buy
48,283
+675
+1% +$56.9K 0.88% 27
2022
Q3 		$4.13M Sell
47,608
-83
-0.2% -$8.08K 0.91% 24
2022
Q2 		$4.78M Sell
47,691
-1,722
-3% -$179K 1% 23
2022
Q1 		$6.01M Buy
49,413
+5,138
+12% +$658K 0.94% 24
2021
Q4 		$6.2M Buy
44,275
+120
+0.3% +$16.7K 0.93% 23
2021
Q3 		$5.98M Buy
44,155
+9,913
+29% +$1.39M 0.96% 27
2021
Q2 		$4.63M Buy
+34,242
New +$4.43M 0.72% 34
2021
Q1 		– Sell
-8,865
Closed -$1.35M – 100
2020
Q4 		$1.35M Buy
+8,865
New +$1.41M 0.26% 83
2020
Q3 		– Sell
-11,362
Closed -$1.89M – 125
2020
Q2 		$1.89M Buy
+11,362
New +$1.9M 0.49% 40

Other funds holding EDV

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
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
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Clear Creek Financial Management's EDV Position: Q4 2025 in Review

Clear Creek Financial Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2025, closing a stake of 22,048 shares — an estimated $1.51M sold.

Clear Creek Financial Management first reported a position in EDV in Q2 2020 and held it in 20 quarters. The position peaked at $6.2M in Q4 2021. 201 funds tracked by Wall St. Rank hold EDV as of Q4 2025.

  • Clear Creek Financial Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 22,048 Vanguard World Funds Extended Duration ETF shares in Q4 2025, an estimated $1.51M.
  • Clear Creek Financial Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2020 and held it in 20 quarters.
  • Clear Creek Financial Management's Vanguard World Funds Extended Duration ETF position peaked at $6.2M in Q4 2021.
  • 201 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2025.

Based on Clear Creek Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.