LWANC
EDV icon

Laurel Wealth Advisors (North Carolina)’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-8
Closed -$521 – 316
2025
Q4 		$521 Buy
+8
New +$545 ﹤0.01% 664
2025
Q2 		– Sell
-8
Closed -$569 – 318
2025
Q1 		$569 Hold
8
– – ﹤0.01% 661
2024
Q4 		$542 Hold
8
– – ﹤0.01% 690
2024
Q3 		$638 Buy
+8
New +$622 ﹤0.01% 650

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EDV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2026, closing a stake of 8 shares — an estimated $521 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EDV in Q3 2024 and held it in 4 quarters. The position peaked at $638 in Q3 2024. 185 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 8 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $521.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard World Funds Extended Duration ETF position peaked at $638 in Q3 2024.
  • 185 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.