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

Forefront Wealth Partners’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
-108,119
Closed -$7.4M – 154
2025
Q3 		$7.4M Buy
+108,119
New +$7.14M 1.86% 13

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 $1.94B AUM 14.31% 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 Wealth Partners's EDV Position: Q4 2025 in Review

Forefront Wealth Partners sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2025, closing a stake of 108,119 shares — an estimated $7.4M sold.

Forefront Wealth Partners first reported a position in EDV in Q3 2025 and held it in 1 quarter. The position peaked at $7.4M in Q3 2025. 201 funds tracked by Wall St. Rank hold EDV as of Q4 2025.

  • Forefront Wealth Partners reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 108,119 Vanguard World Funds Extended Duration ETF shares in Q4 2025, an estimated $7.4M.
  • Forefront Wealth Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's Vanguard World Funds Extended Duration ETF position peaked at $7.4M in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.