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

Hamilton Wealth’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 Q2	–	Sell	-21,031	Closed	-$1.5M	–	114
2025 Q1	$1.5M	Buy	21,031 +14,301	+212%	+$989K	0.36%	41
2024 Q4	$456K	Sell	6,730 -199,697	-97%	-$14.6M	0.11%	60
2024 Q3	$16.4M	Buy	206,427 +3,877	+2%	+$301K	4.02%	7
2024 Q2	$14.9M	Buy	202,550 +36,630	+22%	+$2.65M	4%	7
2024 Q1	$12.7M	Sell	165,920 -34,108	-17%	-$2.6M	3.97%	6
2023 Q4	$16.2M	Buy	200,028 +80,188	+67%	+$5.74M	5.1%	5
2023 Q3	$8.39M	Buy	+119,840	New	+$9.42M	3.01%	13

Other funds holding EDV

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

MWA

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

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

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

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

HPG

Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return

IRM

Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return

Hamilton Wealth's EDV Position: Q2 2025 in Review

Hamilton Wealth sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2025, closing a stake of 21,031 shares — an estimated $1.5M sold.

Hamilton Wealth first reported a position in EDV in Q3 2023 and held it in 7 quarters. The position peaked at $16.4M in Q3 2024. 176 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

Hamilton Wealth reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2025 after selling out during the quarter.
Hamilton Wealth sold 21,031 Vanguard World Funds Extended Duration ETF shares in Q2 2025, an estimated $1.5M.
Hamilton Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2023 and held it in 7 quarters.
Hamilton Wealth's Vanguard World Funds Extended Duration ETF position peaked at $16.4M in Q3 2024.
176 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Hamilton Wealth's 13F filing for Q2 2025, filed 14 Nov 2025.