Northwestern Mutual Wealth Management
EDV icon

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

Northwestern Mutual 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 		$247K Buy
3,810
+974
+34% +$64.4K ﹤0.01% 1812
2025
Q4 		$184K Sell
2,836
-369
-12% -$25.1K ﹤0.01% 1912
2025
Q3 		$219K Sell
3,205
-233
-7% -$15.4K ﹤0.01% 1756
2025
Q2 		$231K Sell
3,438
-738
-18% -$48.8K ﹤0.01% 1678
2025
Q1 		$297K Buy
4,176
+462
+12% +$31.9K ﹤0.01% 1507
2024
Q4 		$252K Buy
3,714
+2,586
+229% +$189K ﹤0.01% 1559
2024
Q3 		$89.9K Buy
1,128
+741
+191% +$57.6K ﹤0.01% 1935
2024
Q2 		$28.4K Sell
387
-393
-50% -$28.4K ﹤0.01% 2289
2024
Q1 		$59.7K Sell
780
-413
-35% -$31.4K ﹤0.01% 2006
2023
Q4 		$96.7K Sell
1,193
-1,282
-52% -$91.7K ﹤0.01% 1796
2023
Q3 		$173K Sell
2,475
-1,637
-40% -$129K ﹤0.01% 1509
2023
Q2 		$358K Buy
4,112
+1,395
+51% +$122K ﹤0.01% 1268
2023
Q1 		$246K Sell
2,717
-5,782
-68% -$513K ﹤0.01% 1369
2022
Q4 		$704K Sell
8,499
-12,431
-59% -$1.05M ﹤0.01% 980
2022
Q3 		$1.81M Buy
20,930
+518
+3% +$50.4K ﹤0.01% 654
2022
Q2 		$2.04M Sell
20,412
-3,546
-15% -$369K ﹤0.01% 619
2022
Q1 		$2.92M Buy
23,958
+10,051
+72% +$1.29M ﹤0.01% 546
2021
Q4 		$1.95M Buy
13,907
+226
+2% +$31.5K ﹤0.01% 613
2021
Q3 		$1.85M Buy
13,681
+78
+0.6% +$11K ﹤0.01% 595
2021
Q2 		$1.84M Sell
13,603
-3,441
-20% -$446K ﹤0.01% 580
2021
Q1 		$2.14M Buy
17,044
+5,634
+49% +$769K ﹤0.01% 504
2020
Q4 		$1.74M Buy
11,410
+1,894
+20% +$301K ﹤0.01% 510
2020
Q3 		$1.57M Buy
9,516
+2,356
+33% +$398K ﹤0.01% 473
2020
Q2 		$1.19M Buy
7,160
+6,813
+1,963% +$1.14M ﹤0.01% 503
2020
Q1 		$58K Buy
347
+273
+369% +$40.3K ﹤0.01% 1325
2019
Q4 		$10K Buy
74
+63
+573% +$8.58K ﹤0.01% 1930
2019
Q3 		$2K Sell
11
-10
-48% -$1.36K ﹤0.01% 2266
2019
Q2 		$3K Buy
+21
New +$2.53K ﹤0.01% 2212
2018
Q1 		– Sell
-16
Closed -$2K – 2235
2017
Q4 		$2K Buy
+16
New +$1.91K ﹤0.01% 2080
2015
Q3 		– Sell
-510
Closed -$56K – 1706
2015
Q2 		$56K Hold
510
– – ﹤0.01% 656
2015
Q1 		$66K Buy
+510
New +$66.4K ﹤0.01% 603

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 $2.13B AUM 17.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Northwestern Mutual Wealth Management's EDV Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 34% in Q1 2026, buying an estimated $64.4K and bringing the position to 3,810 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Northwestern Mutual Wealth Management first reported a position in EDV in Q1 2015 and has held it in 31 quarters since. The position peaked at $2.92M in Q1 2022. 184 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Northwestern Mutual Wealth Management held 3,810 shares of Vanguard World Funds Extended Duration ETF worth $247K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 974 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $64.4K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1812 holding.
  • Northwestern Mutual Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2015 and has held it in 31 quarters since.
  • Northwestern Mutual Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $2.92M in Q1 2022.
  • 184 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.