Raymond James Financial
EDV icon

Raymond James Financial’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Raymond James Financial’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
2026
Q1 		$14.4M Sell
221,051
-24,455
-10% -$1.62M ﹤0.01% 1726
2025
Q4 		$16M Buy
245,506
+2,784
+1% +$189K 0.01% 1602
2025
Q3 		$16.6M Buy
242,722
+12,651
+5% +$835K 0.01% 1535
2025
Q2 		$15.5M Sell
230,071
-4,849
-2% -$321K 0.01% 1549
2025
Q1 		$16.7M Sell
234,920
-208,753
-47% -$14.4M 0.01% 1449
2024
Q4 		$30M Buy
+443,673
New +$32.4M 0.01% 1034

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Raymond James Financial's EDV Position: Q1 2026 in Review

Raymond James Financial reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 10% in Q1 2026, selling an estimated $1.62M and leaving 221,051 shares worth $14.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Raymond James Financial first reported a position in EDV in Q4 2024 and has held it in 6 quarters since. The position peaked at $30M in Q4 2024. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Raymond James Financial held 221,051 shares of Vanguard World Funds Extended Duration ETF worth $14.4M as of Q1 2026.
  • Raymond James Financial sold 24,455 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $1.62M.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1726 holding.
  • Raymond James Financial first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Vanguard World Funds Extended Duration ETF position peaked at $30M in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.