CAS
EDV icon

Coppell Advisory Solutions’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-226
Closed -$15.4K – 757
2024
Q4 		$15.4K Sell
226
-2
-0.9% -$146 ﹤0.01% 959
2024
Q3 		$18.3K Sell
228
-34
-13% -$2.64K ﹤0.01% 906
2024
Q2 		$19.2K Buy
+262
New +$19K ﹤0.01% 803
2023
Q4 		$2.75K Buy
+34
New +$2.43K ﹤0.01% 1230

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 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
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Coppell Advisory Solutions's EDV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2025, closing a stake of 226 shares — an estimated $15.4K sold.

Coppell Advisory Solutions first reported a position in EDV in Q4 2023 and held it in 4 quarters. The position peaked at $19.2K in Q2 2024. 194 funds tracked by Wall St. Rank hold EDV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 226 Vanguard World Funds Extended Duration ETF shares in Q1 2025, an estimated $15.4K.
  • Coppell Advisory Solutions first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Vanguard World Funds Extended Duration ETF position peaked at $19.2K in Q2 2024.
  • 194 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.