Financial Engines Advisors
EDV icon

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

Financial Engines 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
Q1 		$952K Sell
14,658
-20,311
-58% -$1.34M ﹤0.01% 311
2025
Q4 		$2.27M Buy
34,969
+24,943
+249% +$1.7M ﹤0.01% 225
2025
Q3 		$686K Sell
10,026
-10,905
-52% -$720K ﹤0.01% 351
2025
Q2 		$1.41M Sell
20,931
-3,605
-15% -$238K ﹤0.01% 255
2025
Q1 		$1.75M Sell
24,536
-107,758
-81% -$7.45M ﹤0.01% 202
2024
Q4 		$8.96M Buy
+132,294
New +$9.65M 0.02% 101

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

Financial Engines Advisors's EDV Position: Q1 2026 in Review

Financial Engines Advisors reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 58% in Q1 2026, selling an estimated $1.34M and leaving 14,658 shares worth $952K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Financial Engines Advisors first reported a position in EDV in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.96M in Q4 2024. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Financial Engines Advisors held 14,658 shares of Vanguard World Funds Extended Duration ETF worth $952K as of Q1 2026.
  • Financial Engines Advisors sold 20,311 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $1.34M.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #311 holding.
  • Financial Engines Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 6 quarters since.
  • Financial Engines Advisors's Vanguard World Funds Extended Duration ETF position peaked at $8.96M in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.