GeoWealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

GeoWealth Management’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 Q3	–	Sell	-794	Closed	-$51.7K	–	964
2026 Q2	$51.7K	Buy	+794	New	+$50.8K	﹤0.01%	854
2025 Q1	–	Sell	-6,606	Closed	-$447K	–	1261
2024 Q4	$447K	Sell	6,606 -99	-1%	-$7.22K	0.01%	497
2024 Q3	$534K	Sell	6,705 -1,974	-23%	-$153K	0.02%	458
2024 Q2	$637K	Buy	8,679 +202	+2%	+$14.6K	0.03%	368
2024 Q1	$649K	Sell	8,477 -4,820	-36%	-$367K	0.03%	385
2023 Q4	$1.08M	Sell	13,297 -1,062	-7%	-$76K	0.09%	203
2023 Q3	$1M	Buy	14,359 +9,934	+224%	+$781K	0.11%	145
2023 Q2	$385K	Buy	+4,425	New	+$386K	0.04%	195

Other funds holding EDV

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital City Trust Tallahassee, Florida $484M AUM 16.43% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

GeoWealth Management's EDV Position: Q3 2026 in Review

GeoWealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2026, closing a stake of 794 shares — an estimated $51.7K sold.

GeoWealth Management first reported a position in EDV in Q2 2023 and held it in 8 quarters. The position peaked at $1.08M in Q4 2023. 164 funds tracked by Wall St. Rank hold EDV as of Q3 2026.

GeoWealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2026 after selling out during the quarter.
GeoWealth Management sold 794 Vanguard World Funds Extended Duration ETF shares in Q3 2026, an estimated $51.7K.
GeoWealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2023 and held it in 8 quarters.
GeoWealth Management's Vanguard World Funds Extended Duration ETF position peaked at $1.08M in Q4 2023.
164 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.