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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q3 		– Sell
-11,241
Closed -$757K – 549
2025
Q2 		$757K Buy
+11,241
New +$743K 0.25% 65

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EDV Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2025, closing a stake of 11,241 shares — an estimated $757K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EDV in Q2 2025 and held it in 1 quarter. The position peaked at $757K in Q2 2025. 172 funds tracked by Wall St. Rank hold EDV as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 11,241 Vanguard World Funds Extended Duration ETF shares in Q3 2025, an estimated $757K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vanguard World Funds Extended Duration ETF position peaked at $757K in Q2 2025.
  • 172 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.