Founders Financial Alliance’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Founders Financial Alliance’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 Q1	–	Sell	-4	Closed	-$271	–	624
2024 Q4	$271	Hold	4	–	–	﹤0.01%	575
2024 Q3	$319	Hold	4	–	–	﹤0.01%	587
2024 Q2	$294	Hold	4	–	–	﹤0.01%	558
2024 Q1	$306	Hold	4	–	–	﹤0.01%	554
2023 Q4	$324	Hold	4	–	–	﹤0.01%	490
2023 Q3	$280	Buy	+4	New	+$314	﹤0.01%	474
2023 Q2	–	Sell	-4	Closed	-$350	–	510
2023 Q1	$350	Hold	4	–	–	﹤0.01%	455
2022 Q4	$331	Hold	4	–	–	﹤0.01%	477
2022 Q3	$0	Buy	+4	New	+$389	﹤0.01%	489
2022 Q2	–	Sell	-4	Closed	–	–	513
2022 Q1	$0	Hold	4	–	–	﹤0.01%	447
2021 Q4	$1K	Buy	+4	New	+$558	﹤0.01%	475
2021 Q3	–	Sell	-4	Closed	-$1K	–	464
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	469
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	455
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	410
2020 Q3	$1K	Buy	+4	New	+$676	﹤0.01%	1278

Other funds holding EDV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Founders Financial Alliance's EDV Position: Q1 2025 in Review

Founders Financial Alliance sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2025, closing a stake of 4 shares — an estimated $271 sold.

Founders Financial Alliance first reported a position in EDV in Q3 2020 and held it in 15 quarters. The position peaked at $1K in Q4 2021. 194 funds tracked by Wall St. Rank hold EDV as of Q1 2025.

Founders Financial Alliance reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2025 after selling out during the quarter.
Founders Financial Alliance sold 4 Vanguard World Funds Extended Duration ETF shares in Q1 2025, an estimated $271.
Founders Financial Alliance first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2020 and held it in 15 quarters.
Founders Financial Alliance's Vanguard World Funds Extended Duration ETF position peaked at $1K in Q4 2021.
194 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2025.

Based on Founders Financial Alliance's 13F filing for Q1 2025, filed 12 May 2025.