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Forefront Analytics’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Forefront Analytics’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
Q4 		– Sell
-9,504
Closed -$651K – 44
2025
Q3 		$651K Buy
9,504
+115
+1% +$7.59K 0.63% 20
2025
Q2 		$632K Buy
+9,389
New +$621K 0.71% 19
2025
Q1 		– Sell
-109,780
Closed -$7.43M – 50
2024
Q4 		$7.43M Buy
109,780
+26,026
+31% +$1.9M 3.46% 10
2024
Q3 		$6.67M Buy
83,754
+33
+0% +$2.57K 3.15% 11
2024
Q2 		$6.15M Buy
83,721
+773
+0.9% +$55.9K 2.94% 12
2024
Q1 		$6.35M Sell
82,948
-201
-0.2% -$15.3K 3.08% 12
2023
Q4 		$6.74M Buy
83,149
+15,162
+22% +$1.08M 3.33% 9
2023
Q3 		$4.76M Buy
67,987
+10,772
+19% +$847K 2.7% 14
2023
Q2 		$4.98M Sell
57,215
-2,381
-4% -$208K 2.84% 12
2023
Q1 		$5.4M Sell
59,596
-2,508
-4% -$223K 2.78% 13
2022
Q4 		$5.14M Sell
62,104
-13,608
-18% -$1.15M 2.74% 12
2022
Q3 		$6.56M Sell
75,712
-41
-0.1% -$3.99K 3.49% 12
2022
Q2 		$7.59M Sell
75,753
-1,340
-2% -$139K 3.68% 10
2022
Q1 		$9.38M Buy
77,093
+215
+0.3% +$27.5K 3.48% 13
2021
Q4 		$10.8M Buy
76,878
+33,385
+77% +$4.66M 3.6% 12
2021
Q3 		$5.89M Buy
43,493
+452
+1% +$63.5K 2.15% 18
2021
Q2 		$5.82M Buy
43,041
+83
+0.2% +$10.7K 2.31% 17
2021
Q1 		$5.39M Sell
42,958
-7,695
-15% -$1.05M 2.3% 17
2020
Q4 		$7.71M Sell
50,653
-8,901
-15% -$1.41M 3.35% 14
2020
Q3 		$9.86M Sell
59,554
-4,122
-6% -$696K 4.6% 10
2020
Q2 		$10.6M Buy
63,676
+4,263
+7% +$713K 6.48% 2
2020
Q1 		$9.96M Sell
59,413
-46,249
-44% -$6.83M 7.95% 1
2019
Q4 		$13.7M Buy
105,662
+768
+0.7% +$105K 5.34% 7
2019
Q3 		$14.8M Buy
104,894
+6,819
+7% +$928K 6.11% 3
2019
Q2 		$12.5M Buy
98,075
+32,235
+49% +$3.88M 5.3% 5
2019
Q1 		$7.84M Sell
65,840
-11,954
-15% -$1.36M 5% 6
2018
Q4 		$8.82M Sell
77,794
-9,902
-11% -$1.05M 4.89% 4
2018
Q3 		$9.52M Buy
87,696
+2,267
+3% +$256K 4.32% 7
2018
Q2 		$9.8M Buy
85,429
+28,815
+51% +$3.23M 4.56% 6
2018
Q1 		$6.49M Buy
56,614
+21,554
+61% +$2.44M 3.64% 11
2017
Q4 		$4.24M Buy
+35,060
New +$4.17M 2.53% 16

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Forefront Analytics's EDV Position: Q4 2025 in Review

Forefront Analytics sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2025, closing a stake of 9,504 shares — an estimated $651K sold.

Forefront Analytics first reported a position in EDV in Q4 2017 and held it in 31 quarters. The position peaked at $14.8M in Q3 2019. 201 funds tracked by Wall St. Rank hold EDV as of Q4 2025.

  • Forefront Analytics reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Analytics sold 9,504 Vanguard World Funds Extended Duration ETF shares in Q4 2025, an estimated $651K.
  • Forefront Analytics first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2017 and held it in 31 quarters.
  • Forefront Analytics's Vanguard World Funds Extended Duration ETF position peaked at $14.8M in Q3 2019.
  • 201 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2025.

Based on Forefront Analytics's 13F filing for Q4 2025, filed 17 Feb 2026.