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

TD Private Client 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
2025 Q1	–	Sell	-34	Closed	-$2.3K	–	1433
2024 Q4	$2.3K	Sell	34 -2	-6%	-$146	﹤0.01%	1170
2024 Q3	$2.87K	Hold	36	–	–	﹤0.01%	1153
2024 Q2	$2.64K	Hold	36	–	–	﹤0.01%	1123
2024 Q1	$2.76K	Buy	+36	New	+$2.74K	﹤0.01%	1115

Other funds holding EDV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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 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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

TD Private Client Wealth's EDV Position: Q1 2025 in Review

TD Private Client Wealth sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2025, closing a stake of 34 shares — an estimated $2.3K sold.

TD Private Client Wealth first reported a position in EDV in Q1 2024 and held it in 4 quarters. The position peaked at $2.87K in Q3 2024. 194 funds tracked by Wall St. Rank hold EDV as of Q1 2025.

TD Private Client Wealth reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2025 after selling out during the quarter.
TD Private Client Wealth sold 34 Vanguard World Funds Extended Duration ETF shares in Q1 2025, an estimated $2.3K.
TD Private Client Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2024 and held it in 4 quarters.
TD Private Client Wealth's Vanguard World Funds Extended Duration ETF position peaked at $2.87K in Q3 2024.
194 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2025.

Based on TD Private Client Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.