Pineridge Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Pineridge 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
2025 Q2	–	Sell	-644	Closed	-$45.8K	–	571
2025 Q1	$45.8K	Buy	644 +55	+9%	+$3.8K	0.02%	112
2024 Q4	$39.9K	Sell	589 -36	-6%	-$2.63K	0.02%	147
2024 Q3	$49.8K	Sell	625 -8	-1%	-$622	0.02%	135
2024 Q2	$46.5K	Sell	633 -81	-11%	-$5.86K	0.02%	144
2024 Q1	$54.7K	Buy	714 +6	+0.8%	+$457	0.02%	130
2023 Q4	$57.4K	Buy	+708	New	+$50.6K	0.02%	153

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

Pineridge Advisors's EDV Position: Q2 2025 in Review

Pineridge Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2025, closing a stake of 644 shares — an estimated $45.8K sold.

Pineridge Advisors first reported a position in EDV in Q4 2023 and held it in 6 quarters. The position peaked at $57.4K in Q4 2023. 176 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

Pineridge Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2025 after selling out during the quarter.
Pineridge Advisors sold 644 Vanguard World Funds Extended Duration ETF shares in Q2 2025, an estimated $45.8K.
Pineridge Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and held it in 6 quarters.
Pineridge Advisors's Vanguard World Funds Extended Duration ETF position peaked at $57.4K in Q4 2023.
176 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Pineridge Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.