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Richmond Brothers’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Richmond Brothers’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 		$1.94M Sell
29,829
-12,229
-29% -$808K 1.29% 20
2025
Q4 		$2.73M Buy
+42,058
New +$2.86M 1.74% 19
2024
Q4 		– Sell
-41,820
Closed -$3.33M – 34
2024
Q3 		$3.33M Buy
+41,820
New +$3.25M 2.05% 19

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 $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
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 $3.65B AUM 41.88% 1-Year Est. Return

Richmond Brothers's EDV Position: Q1 2026 in Review

Richmond Brothers reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 29% in Q1 2026, selling an estimated $808K and leaving 29,829 shares worth $1.94M. The position accounts for 1.29% of the portfolio, ranked #20.

Richmond Brothers first reported a position in EDV in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.33M in Q3 2024. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Richmond Brothers held 29,829 shares of Vanguard World Funds Extended Duration ETF worth $1.94M as of Q1 2026.
  • Richmond Brothers sold 12,229 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $808K.
  • Vanguard World Funds Extended Duration ETF made up 1.29% of Richmond Brothers's portfolio in Q1 2026, its #20 holding.
  • Richmond Brothers first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and has held it in 3 quarters since.
  • Richmond Brothers's Vanguard World Funds Extended Duration ETF position peaked at $3.33M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Richmond Brothers's 13F filing for Q1 2026, filed 11 May 2026.