OPS
EDV icon

Orion Portfolio Solutions’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Orion Portfolio Solutions’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 		$1.12M Buy
15,769
+1,126
+8% +$77.9K 0.01% 1020
2024
Q4 		$992K Buy
14,643
+2,376
+19% +$173K 0.01% 1062
2024
Q3 		$977K Buy
12,267
+1,260
+11% +$98K 0.01% 1044
2024
Q2 		$808K Buy
11,007
+506
+5% +$36.6K 0.01% 1074
2024
Q1 		$804K Buy
10,501
+4,058
+63% +$309K 0.01% 1081
2023
Q4 		$508K Buy
6,443
+2,921
+83% +$209K 0.01% 1202
2023
Q3 		$247K Sell
3,522
-2,015
-36% -$158K ﹤0.01% 1473
2023
Q2 		$482K Buy
+5,537
New +$483K 0.01% 1225
2022
Q4 		– Sell
-4,040
Closed -$350K – 800
2022
Q3 		$350K Buy
4,040
+122
+3% +$11.9K 0.01% 522
2022
Q2 		$392K Sell
3,918
-288
-7% -$29.9K 0.02% 464
2022
Q1 		$512K Buy
4,206
+163
+4% +$20.9K 0.02% 416
2021
Q4 		$566K Buy
+4,043
New +$564K 0.02% 393
2020
Q4 		– Sell
-3,616
Closed -$599K – 500
2020
Q3 		$599K Buy
3,616
+3,495
+2,888% +$590K 0.03% 234
2020
Q2 		$20K Sell
121
-49
-29% -$8.19K ﹤0.01% 949
2020
Q1 		$29K Buy
170
+123
+262% +$18.2K ﹤0.01% 726
2019
Q4 		$6K Buy
+47
New +$6.4K ﹤0.01% 1181

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Orion Portfolio Solutions's EDV Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 7.7% in Q1 2025, buying an estimated $77.9K and bringing the position to 15,769 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1020.

Orion Portfolio Solutions first reported a position in EDV in Q4 2019 and has held it in 16 quarters since. 194 funds tracked by Wall St. Rank hold EDV as of Q1 2025.

  • Orion Portfolio Solutions held 15,769 shares of Vanguard World Funds Extended Duration ETF worth $1.12M as of Q1 2025.
  • Orion Portfolio Solutions bought 1,126 Vanguard World Funds Extended Duration ETF shares in Q1 2025, an estimated $77.9K.
  • Vanguard World Funds Extended Duration ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1020 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2019 and has held it in 16 quarters since.
  • 194 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.