Merit Financial Group’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Merit Financial Group’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	-7,538	Closed	-$511K	–	1411
2024 Q4	$511K	Sell	7,538 -398	-5%	-$29K	0.01%	723
2024 Q3	$632K	Sell	7,936 -488	-6%	-$37.9K	0.01%	515
2024 Q2	$618K	Sell	8,424 -6,681	-44%	-$483K	0.01%	533
2024 Q1	$1.07M	Buy	15,105 +1,221	+9%	+$92.9K	0.03%	387
2023 Q4	$1.13M	Sell	13,884 -12,115	-47%	-$867K	0.03%	282
2023 Q3	$1.82M	Buy	25,999 +5,147	+25%	+$404K	0.06%	236
2023 Q2	$1.82M	Buy	+20,852	New	+$1.82M	0.06%	237

Other funds holding EDV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

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

Merit Financial Group's EDV Position: Q1 2025 in Review

Merit Financial Group sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2025, closing a stake of 7,538 shares — an estimated $511K sold.

Merit Financial Group first reported a position in EDV in Q2 2023 and held it in 7 quarters. The position peaked at $1.82M in Q3 2023. 194 funds tracked by Wall St. Rank hold EDV as of Q1 2025.

Merit Financial Group reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2025 after selling out during the quarter.
Merit Financial Group sold 7,538 Vanguard World Funds Extended Duration ETF shares in Q1 2025, an estimated $511K.
Merit Financial Group first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2023 and held it in 7 quarters.
Merit Financial Group's Vanguard World Funds Extended Duration ETF position peaked at $1.82M in Q3 2023.
194 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2025.

Based on Merit Financial Group's 13F filing for Q1 2025, filed 9 Apr 2025.