Meridian Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Meridian 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
2026 Q1	$2.79M	Buy	42,947 +550	+1%	+$36.4K	0.1%	183
2025 Q4	$2.75M	Buy	42,397 +50	+0.1%	+$3.4K	0.1%	182
2025 Q3	$2.9M	Buy	42,347 +150	+0.4%	+$9.9K	0.11%	166
2025 Q2	$2.84M	Buy	42,197 +5,911	+16%	+$391K	0.12%	170
2025 Q1	$2.58M	Sell	36,286 -1,328	-4%	-$91.8K	0.12%	162
2024 Q4	$2.55M	Buy	+37,614	New	+$2.74M	0.12%	163

Other funds holding EDV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Meridian Wealth Management's EDV Position: Q1 2026 in Review

Meridian Wealth Management increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 1.3% in Q1 2026, buying an estimated $36.4K and bringing the position to 42,947 shares worth $2.79M. The position accounts for 0.1% of the portfolio, ranked #183.

Meridian Wealth Management first reported a position in EDV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.9M in Q3 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Meridian Wealth Management held 42,947 shares of Vanguard World Funds Extended Duration ETF worth $2.79M as of Q1 2026.
Meridian Wealth Management bought 550 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $36.4K.
Vanguard World Funds Extended Duration ETF made up 0.1% of Meridian Wealth Management's portfolio in Q1 2026, its #183 holding.
Meridian Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 6 quarters since.
Meridian Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $2.9M in Q3 2025.
182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.