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

EverSource 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 		$430K Buy
+6,600
New +$422K 0.01% 620
2024
Q1 		– Sell
-381
Closed -$30.9K – 2922
2023
Q4 		$30.9K Buy
+381
New +$27.3K ﹤0.01% 1081

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 40.89% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026: 6,600 shares worth $430K. The stake represents 0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in EDV as recently as Q4 2023.

EverSource Wealth Advisors first reported a position in EDV in Q4 2023 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • EverSource Wealth Advisors held 6,600 shares of Vanguard World Funds Extended Duration ETF worth $430K as of Q2 2026.
  • Vanguard World Funds Extended Duration ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • Vanguard World Funds Extended Duration ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #620 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.