Oliver Lagore Vanvalin Investment Group’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$45.9K	Buy	+646	New	+$42.7K	0.02%	258
2024 Q4	$7.44M	Buy	+109,813	New	+$8.01M	1.9%	8
2024 Q2	–	Sell	-1	Closed	-$76	–	755
2024 Q1	$76	Sell	1 -71	-99%	-$5.4K	﹤0.01%	712
2023 Q4	$5.83K	Sell	72 -26,627	-100%	-$1.9M	﹤0.01%	496
2023 Q3	$1.87M	Buy	26,699 +26,218	+5,451%	+$2.06M	0.74%	24
2023 Q2	$41.9K	Buy	+481	New	+$42K	0.02%	269
2022 Q2	–	Sell	-125	Closed	-$15K	–	637
2022 Q1	$15K	Buy	+125	New	+$16K	0.01%	286

Other funds holding EDV

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

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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

HPG

Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return

IRM

Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EDV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2025: 646 shares worth $45.9K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EDV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EDV in Q1 2022 and has held it in 7 quarters since. The position peaked at $7.44M in Q4 2024. 176 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 646 shares of Vanguard World Funds Extended Duration ETF worth $45.9K as of Q2 2025.
Vanguard World Funds Extended Duration ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Vanguard World Funds Extended Duration ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #258 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2022 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's Vanguard World Funds Extended Duration ETF position peaked at $7.44M in Q4 2024.
176 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.