North Ridge Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

North Ridge Wealth Advisors’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	$10.9M	Buy	168,157 +10,846	+7%	+$717K	6.15%	4
2025 Q4	$10.2M	Buy	157,311 +2,638	+2%	+$180K	5.73%	4
2025 Q3	$10.6M	Buy	154,673 +13,310	+9%	+$879K	6.06%	4
2025 Q2	$9.51M	Buy	141,363 +7,717	+6%	+$510K	5.84%	4
2025 Q1	$9.5M	Buy	133,646 +10,853	+9%	+$751K	6.35%	4
2024 Q4	$8.32M	Buy	122,793 +7,007	+6%	+$511K	5.76%	4
2024 Q3	$9.23M	Buy	115,786 +5,888	+5%	+$458K	6.27%	4
2024 Q2	$8.07M	Buy	109,898 +6,053	+6%	+$438K	6.13%	4
2024 Q1	$7.95M	Buy	103,845 +5,323	+5%	+$405K	6.17%	4
2023 Q4	$7.98M	Buy	98,522 +4,765	+5%	+$341K	6.64%	4
2023 Q3	$6.57M	Buy	93,757 +7,193	+8%	+$565K	6.4%	4
2023 Q2	$7.54M	Buy	86,564 +7,260	+9%	+$633K	7.2%	4
2023 Q1	$7.18M	Buy	+79,304	New	+$7.04M	7.19%	4

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 $299B AUM 28.69% 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

North Ridge Wealth Advisors's EDV Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 6.9% in Q1 2026, buying an estimated $717K and bringing the position to 168,157 shares worth $10.9M. The position accounts for 6.15% of the portfolio, ranked #4.

North Ridge Wealth Advisors first reported a position in EDV in Q1 2023 and has held it in 13 quarters since. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

North Ridge Wealth Advisors held 168,157 shares of Vanguard World Funds Extended Duration ETF worth $10.9M as of Q1 2026.
North Ridge Wealth Advisors bought 10,846 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $717K.
Vanguard World Funds Extended Duration ETF made up 6.15% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #4 holding.
North Ridge Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2023 and has held it in 13 quarters since.
182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.