Truist Financial
EDV icon

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

Truist 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
2025
Q4 		– Sell
-3,769
Closed -$258K – 2788
2025
Q3 		$258K Buy
3,769
+438
+13% +$28.9K ﹤0.01% 2404
2025
Q2 		$224K Buy
+3,331
New +$220K ﹤0.01% 2368
2025
Q1 		– Sell
-30,014
Closed -$2.03M – 2577
2024
Q4 		$2.03M Sell
30,014
-2,400
-7% -$175K ﹤0.01% 1228
2024
Q3 		$2.58M Buy
32,414
+235
+0.7% +$18.3K ﹤0.01% 1123
2024
Q2 		$2.36M Sell
32,179
-3,097
-9% -$224K ﹤0.01% 1193
2024
Q1 		$2.7M Sell
35,276
-113,360
-76% -$8.63M ﹤0.01% 1148
2023
Q4 		$12M Buy
148,636
+26,863
+22% +$1.92M 0.02% 539
2023
Q3 		$8.53M Buy
121,773
+76,455
+169% +$6.01M 0.01% 628
2023
Q2 		$3.95M Buy
+45,318
New +$3.95M 0.01% 925
2021
Q1 		– Sell
-5,867
Closed -$894K – 2659
2020
Q4 		$894K Buy
5,867
+1,336
+29% +$212K ﹤0.01% 1537
2020
Q3 		$750K Sell
4,531
-83
-2% -$14K ﹤0.01% 1503
2020
Q2 		$766K Sell
4,614
-74
-2% -$12.4K ﹤0.01% 1411
2020
Q1 		$786K Sell
4,688
-641
-12% -$94.7K ﹤0.01% 1362
2019
Q4 		$692K Buy
+5,329
New +$725K ﹤0.01% 1647

Other funds holding EDV

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Truist Financial's EDV Position: Q4 2025 in Review

Truist Financial sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2025, closing a stake of 3,769 shares — an estimated $258K sold.

Truist Financial first reported a position in EDV in Q4 2019 and held it in 14 quarters. The position peaked at $12M in Q4 2023. 201 funds tracked by Wall St. Rank hold EDV as of Q4 2025.

  • Truist Financial reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2025 after selling out during the quarter.
  • Truist Financial sold 3,769 Vanguard World Funds Extended Duration ETF shares in Q4 2025, an estimated $258K.
  • Truist Financial first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2019 and held it in 14 quarters.
  • Truist Financial's Vanguard World Funds Extended Duration ETF position peaked at $12M in Q4 2023.
  • 201 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2025.

Based on Truist Financial's 13F filing for Q4 2025, filed 2 Feb 2026.