Corient Private Wealth
EDV icon

Corient Private Wealth’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Corient Private Wealth’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
Q2 		$385K Buy
5,913
+1,218
+26% +$77.9K ﹤0.01% 2397
2026
Q1 		$305K Buy
+4,695
New +$310K ﹤0.01% 2315

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Corient Private Wealth's EDV Position: Q2 2026 in Review

Corient Private Wealth increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 26% in Q2 2026, buying an estimated $77.9K and bringing the position to 5,913 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

Corient Private Wealth first reported a position in EDV in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Corient Private Wealth held 5,913 shares of Vanguard World Funds Extended Duration ETF worth $385K as of Q2 2026.
  • Corient Private Wealth bought 1,218 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $77.9K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2397 holding.
  • Corient Private Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.