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Lord & Richards Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Lord & Richards Wealth 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
Q2 		– Sell
-38
Closed -$2.7K – 77
2025
Q1 		$2.7K Buy
+38
New +$2.63K ﹤0.01% 140

Other funds holding EDV

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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 $184B AUM 0.09% 1-Year Est. Return

Lord & Richards Wealth Management's EDV Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2025, closing a stake of 38 shares — an estimated $2.7K sold.

Lord & Richards Wealth Management first reported a position in EDV in Q1 2025 and held it in 1 quarter. The position peaked at $2.7K in Q1 2025. 176 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 38 Vanguard World Funds Extended Duration ETF shares in Q2 2025, an estimated $2.7K.
  • Lord & Richards Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $2.7K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.