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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 $1.55T AUM 33.47% 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 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Principal Securities's EDV Position: Q4 2025 in Review

Principal Securities sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2025, closing a stake of 9 shares — an estimated $616 sold.

Principal Securities first reported a position in EDV in Q4 2023 and held it in 8 quarters. The position peaked at $10.9K in Q1 2024. 202 funds tracked by Wall St. Rank hold EDV as of Q4 2025.

  • Principal Securities reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 9 Vanguard World Funds Extended Duration ETF shares in Q4 2025, an estimated $616.
  • Principal Securities first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Vanguard World Funds Extended Duration ETF position peaked at $10.9K in Q1 2024.
  • 202 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.