EWA
EDV icon

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

EP Wealth 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
2026
Q2 		$24.1M Buy
369,723
+4,749
+1% +$304K 0.09% 154
2026
Q1 		$23.7M Buy
+364,974
New +$24.1M 0.12% 119

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

EP Wealth Advisors's EDV Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 1.3% in Q2 2026, buying an estimated $304K and bringing the position to 369,723 shares worth $24.1M. The position accounts for 0.09% of the portfolio, ranked #154.

EP Wealth Advisors 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.

  • EP Wealth Advisors held 369,723 shares of Vanguard World Funds Extended Duration ETF worth $24.1M as of Q2 2026.
  • EP Wealth Advisors bought 4,749 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $304K.
  • Vanguard World Funds Extended Duration ETF made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • EP Wealth Advisors 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.