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Surience Private Wealth’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Surience Private Wealth’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 		– Sell
-32,444
Closed -$2.11M – 42
2025
Q4 		$2.11M Buy
+32,444
New +$2.21M 2.26% 18

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

Surience Private Wealth's EDV Position: Q1 2026 in Review

Surience Private Wealth sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2026, closing a stake of 32,444 shares — an estimated $2.11M sold.

Surience Private Wealth first reported a position in EDV in Q4 2025 and held it in 1 quarter. The position peaked at $2.11M in Q4 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Surience Private Wealth reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Surience Private Wealth sold 32,444 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $2.11M.
  • Surience Private Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2025 and held it in 1 quarter.
  • Surience Private Wealth's Vanguard World Funds Extended Duration ETF position peaked at $2.11M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.