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Crewe Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Crewe Advisors’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
-853
Closed -$57.8K – 728
2024
Q4 		$57.8K Hold
853
– – 0.01% 267
2024
Q3 		$68K Hold
853
– – 0.01% 268
2024
Q2 		$62.6K Hold
853
– – 0.01% 343
2024
Q1 		$65.3K Hold
853
– – 0.01% 337
2023
Q4 		$69.1K Buy
+853
New +$61K 0.01% 113

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

Crewe Advisors's EDV Position: Q1 2025 in Review

Crewe Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2025, closing a stake of 853 shares — an estimated $57.8K sold.

Crewe Advisors first reported a position in EDV in Q4 2023 and held it in 5 quarters. The position peaked at $69.1K in Q4 2023. 194 funds tracked by Wall St. Rank hold EDV as of Q1 2025.

  • Crewe Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2025 after selling out during the quarter.
  • Crewe Advisors sold 853 Vanguard World Funds Extended Duration ETF shares in Q1 2025, an estimated $57.8K.
  • Crewe Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and held it in 5 quarters.
  • Crewe Advisors's Vanguard World Funds Extended Duration ETF position peaked at $69.1K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2025.

Based on Crewe Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.