HighTower Advisors
EDV icon

HighTower Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

HighTower Advisors’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
2023
Q2 		– Sell
-15,000
Closed -$39.4K – 3506
2023
Q1 		$39.4K Buy
+15,000
New +$1.33M ﹤0.01% 3079

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

HighTower Advisors's EDV Position: Q1 2026 in Review

HighTower Advisors reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 55% in Q1 2026, selling an estimated $338K and leaving 4,122 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

HighTower Advisors first reported a position in EDV in Q2 2017 and has held it in 22 quarters since. The position peaked at $5.89M in Q3 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • HighTower Advisors held 4,122 shares of Vanguard World Funds Extended Duration ETF worth $268K as of Q1 2026.
  • HighTower Advisors sold 5,110 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $338K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3266 holding.
  • HighTower Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2017 and has held it in 22 quarters since.
  • HighTower Advisors's Vanguard World Funds Extended Duration ETF position peaked at $5.89M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.