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Lowery Thomas LLC’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Lowery Thomas LLC’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
Q1 		– Sell
-6,389
Closed -$433K – 57
2024
Q4 		$433K Sell
6,389
-3,485
-35% -$254K 0.28% 44
2024
Q3 		$787K Buy
+9,874
New +$768K 0.53% 37

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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
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

Lowery Thomas LLC's EDV Position: Q1 2025 in Review

Lowery Thomas LLC sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2025, closing a stake of 6,389 shares — an estimated $433K sold.

Lowery Thomas LLC first reported a position in EDV in Q3 2024 and held it in 2 quarters. The position peaked at $787K in Q3 2024. 194 funds tracked by Wall St. Rank hold EDV as of Q1 2025.

  • Lowery Thomas LLC reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2025 after selling out during the quarter.
  • Lowery Thomas LLC sold 6,389 Vanguard World Funds Extended Duration ETF shares in Q1 2025, an estimated $433K.
  • Lowery Thomas LLC first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and held it in 2 quarters.
  • Lowery Thomas LLC's Vanguard World Funds Extended Duration ETF position peaked at $787K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2025.

Based on Lowery Thomas LLC's 13F filing for Q1 2025, filed 5 May 2025.