EH
EDV icon

Equitable Holdings’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Equitable Holdings’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
Q1 		$408K Sell
6,273
-132
-2% -$8.73K ﹤0.01% 1334
2025
Q4 		$416K Buy
6,405
+636
+11% +$43.3K ﹤0.01% 1175
2025
Q3 		$395K Buy
+5,769
New +$381K ﹤0.01% 1157
2024
Q4 		– Sell
-2,796
Closed -$223K – 1290
2024
Q3 		$223K Buy
+2,796
New +$217K ﹤0.01% 1151
2020
Q2 		– Sell
-4,264
Closed -$715K – 628
2020
Q1 		$715K Buy
+4,264
New +$630K 0.03% 313

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Equitable Holdings's EDV Position: Q1 2026 in Review

Equitable Holdings reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 2.1% in Q1 2026, selling an estimated $8.73K and leaving 6,273 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Equitable Holdings first reported a position in EDV in Q1 2020 and has held it in 5 quarters since. The position peaked at $715K in Q1 2020. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Equitable Holdings held 6,273 shares of Vanguard World Funds Extended Duration ETF worth $408K as of Q1 2026.
  • Equitable Holdings sold 132 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $8.73K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1334 holding.
  • Equitable Holdings first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and has held it in 5 quarters since.
  • Equitable Holdings's Vanguard World Funds Extended Duration ETF position peaked at $715K in Q1 2020.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.