PS
EDV icon

Principal Securities’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Principal Securities’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
Q4 		– Sell
-9
Closed -$616 – 1937
2025
Q3 		$616 Hold
9
– – ﹤0.01% 3502
2025
Q2 		$606 Sell
9
-77
-90% -$5.09K ﹤0.01% 3446
2025
Q1 		$5.82K Hold
86
– – ﹤0.01% 2722
2024
Q4 		$5.82K Sell
86
-18
-17% -$1.31K ﹤0.01% 2719
2024
Q3 		$8.29K Buy
104
+9
+9% +$700 ﹤0.01% 2516
2024
Q2 		$6.97K Sell
95
-47
-33% -$3.4K ﹤0.01% 2533
2024
Q1 		$10.9K Buy
142
+47
+49% +$3.58K ﹤0.01% 2289
2023
Q4 		$7.7K Buy
+95
New +$6.8K ﹤0.01% 2367

Other funds holding EDV

Bank of America
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
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return