EW
EDV icon

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

Evoke 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
Q1 		$476K Buy
7,335
+913
+14% +$60.4K 0.01% 419
2025
Q4 		$417K Sell
6,422
-13,496
-68% -$919K 0.01% 428
2025
Q3 		$1.36M Buy
19,918
+27
+0.1% +$1.78K 0.03% 216
2025
Q2 		$1.34M Sell
19,891
-27,631
-58% -$1.83M 0.03% 201
2025
Q1 		$3.38M Buy
47,522
+14,255
+43% +$986K 0.09% 97
2024
Q4 		$2.25M Sell
33,267
-43,123
-56% -$3.15M 0.06% 118
2024
Q3 		$6.09M Buy
+76,390
New +$5.94M 0.17% 64
2024
Q2 		– Sell
-67,210
Closed -$5.15M – 185
2024
Q1 		$5.15M Buy
+67,210
New +$5.12M 0.15% 70
2023
Q4 		– Sell
-78,199
Closed -$5.48M – 168
2023
Q3 		$5.48M Sell
78,199
-189
-0.2% -$14.9K 0.19% 59
2023
Q2 		$6.83M Buy
78,388
+5,381
+7% +$469K 0.24% 50
2023
Q1 		$6.61M Sell
73,007
-21,548
-23% -$1.91M 0.24% 46
2022
Q4 		$7.83M Buy
94,555
+50,628
+115% +$4.27M 0.28% 46
2022
Q3 		$3.81M Buy
43,927
+4,633
+12% +$451K 0.15% 66
2022
Q2 		$3.93M Buy
39,294
+9,773
+33% +$1.02M 0.15% 78
2022
Q1 		$3.59M Buy
29,521
+1,431
+5% +$183K 0.12% 86
2021
Q4 		$3.93M Buy
28,090
+850
+3% +$119K 0.12% 87
2021
Q3 		$3.69M Buy
27,240
+2,316
+9% +$325K 0.14% 85
2021
Q2 		$3.37M Buy
24,924
+2,648
+12% +$343K 0.13% 92
2021
Q1 		$2.8M Buy
22,276
+10,374
+87% +$1.42M 0.13% 93
2020
Q4 		$1.81M Buy
11,902
+7,854
+194% +$1.25M 0.12% 56
2020
Q3 		$670K Buy
4,048
+852
+27% +$144K 0.05% 110
2020
Q2 		$531K Buy
3,196
+12
+0.4% +$2.01K 0.05% 107
2020
Q1 		$534K Sell
3,184
-6,565
-67% -$970K 0.08% 93
2019
Q4 		$1.06M Buy
9,749
+1,195
+14% +$163K 0.14% 73
2019
Q3 		$1.22M Buy
+8,554
New +$1.16M 0.15% 76

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

Evoke Wealth's EDV Position: Q1 2026 in Review

Evoke Wealth increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 14% in Q1 2026, buying an estimated $60.4K and bringing the position to 7,335 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #419.

Evoke Wealth first reported a position in EDV in Q3 2019 and has held it in 25 quarters since. The position peaked at $7.83M in Q4 2022. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Evoke Wealth held 7,335 shares of Vanguard World Funds Extended Duration ETF worth $476K as of Q1 2026.
  • Evoke Wealth bought 913 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $60.4K.
  • Vanguard World Funds Extended Duration ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #419 holding.
  • Evoke Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Vanguard World Funds Extended Duration ETF position peaked at $7.83M in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.