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HBK Sorce Advisory’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

HBK Sorce Advisory’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
Q3 		– Sell
-3,176
Closed -$214K – 631
2025
Q2 		$214K Buy
3,176
+176
+6% +$11.6K 0.01% 535
2025
Q1 		$213K Buy
+3,000
New +$207K 0.01% 523

Other funds holding EDV

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 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

HBK Sorce Advisory's EDV Position: Q3 2025 in Review

HBK Sorce Advisory sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2025, closing a stake of 3,176 shares — an estimated $214K sold.

HBK Sorce Advisory first reported a position in EDV in Q1 2025 and held it in 2 quarters. The position peaked at $214K in Q2 2025. 173 funds tracked by Wall St. Rank hold EDV as of Q3 2025.

  • HBK Sorce Advisory reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 3,176 Vanguard World Funds Extended Duration ETF shares in Q3 2025, an estimated $214K.
  • HBK Sorce Advisory first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2025 and held it in 2 quarters.
  • HBK Sorce Advisory's Vanguard World Funds Extended Duration ETF position peaked at $214K in Q2 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2025.

Based on HBK Sorce Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.