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Income Research & Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Income Research & 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
2025
Q3 		– Sell
-403,862
Closed -$27.2M – 37
2025
Q2 		$27.2M Buy
+403,862
New +$26.7M 7.26% 3

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

Income Research & Management's EDV Position: Q3 2025 in Review

Income Research & Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2025, closing a stake of 403,862 shares — an estimated $27.2M sold.

Income Research & Management first reported a position in EDV in Q2 2025 and held it in 1 quarter. The position peaked at $27.2M in Q2 2025. 173 funds tracked by Wall St. Rank hold EDV as of Q3 2025.

  • Income Research & Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2025 after selling out during the quarter.
  • Income Research & Management sold 403,862 Vanguard World Funds Extended Duration ETF shares in Q3 2025, an estimated $27.2M.
  • Income Research & Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2025 and held it in 1 quarter.
  • Income Research & Management's Vanguard World Funds Extended Duration ETF position peaked at $27.2M in Q2 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2025.

Based on Income Research & Management's 13F filing for Q3 2025, filed 16 Oct 2025.