RRWA
EDV icon

Rainey & Randall Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Rainey & Randall Wealth 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
Q1 		– Sell
-3,053
Closed -$207K – 74
2024
Q4 		$207K Hold
3,053
– – 0.04% 50
2024
Q3 		$243K Buy
+3,053
New +$237K 0.05% 46

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 $299B AUM 28.69% 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 $1.94B AUM 14.31% 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 $3.65B AUM 41.88% 1-Year Est. Return

Rainey & Randall Wealth Advisors's EDV Position: Q1 2025 in Review

Rainey & Randall Wealth Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2025, closing a stake of 3,053 shares — an estimated $207K sold.

Rainey & Randall Wealth Advisors first reported a position in EDV in Q3 2024 and held it in 2 quarters. The position peaked at $243K in Q3 2024. 194 funds tracked by Wall St. Rank hold EDV as of Q1 2025.

  • Rainey & Randall Wealth Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2025 after selling out during the quarter.
  • Rainey & Randall Wealth Advisors sold 3,053 Vanguard World Funds Extended Duration ETF shares in Q1 2025, an estimated $207K.
  • Rainey & Randall Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and held it in 2 quarters.
  • Rainey & Randall Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $243K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2025.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.