Mariner
EDV icon

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

Mariner’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 		$2.3M Sell
35,412
-13,005
-27% -$860K ﹤0.01% 1460
2025
Q4 		$3.15M Sell
48,417
-18,266
-27% -$1.24M ﹤0.01% 1240
2025
Q3 		$4.56M Sell
66,683
-30,823
-32% -$2.04M 0.01% 970
2025
Q2 		$6.56M Buy
97,506
+41,735
+75% +$2.76M 0.01% 758
2025
Q1 		$3.97M Sell
55,771
-1,858
-3% -$128K 0.01% 909
2024
Q4 		$3.9M Buy
57,629
+22,652
+65% +$1.65M 0.01% 887
2024
Q3 		$2.79M Buy
34,977
+4,887
+16% +$380K ﹤0.01% 1026
2024
Q2 		$2.21M Buy
30,090
+7,188
+31% +$520K ﹤0.01% 1065
2024
Q1 		$1.75M Buy
22,902
+347
+2% +$26.4K ﹤0.01% 1187
2023
Q4 		$1.83M Sell
22,555
-10,153
-31% -$726K ﹤0.01% 1096
2023
Q3 		$2.29M Buy
32,708
+15,102
+86% +$1.19M 0.01% 915
2023
Q2 		$1.53M Buy
+17,606
New +$1.54M ﹤0.01% 1084

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 $1.94B AUM 14.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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 $3.65B AUM 41.88% 1-Year Est. Return

Mariner's EDV Position: Q1 2026 in Review

Mariner reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 27% in Q1 2026, selling an estimated $860K and leaving 35,412 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Mariner first reported a position in EDV in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.56M in Q2 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Mariner held 35,412 shares of Vanguard World Funds Extended Duration ETF worth $2.3M as of Q1 2026.
  • Mariner sold 13,005 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $860K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1460 holding.
  • Mariner first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2023 and has held it in 12 quarters since.
  • Mariner's Vanguard World Funds Extended Duration ETF position peaked at $6.56M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.