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Valmark Advisers’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Valmark Advisers’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
-4,162
Closed -$282K – 609
2024
Q4 		$282K Sell
4,162
-2,396
-37% -$175K ﹤0.01% 525
2024
Q3 		$523K Buy
+6,558
New +$510K 0.01% 408

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
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
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
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Valmark Advisers's EDV Position: Q1 2025 in Review

Valmark Advisers sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2025, closing a stake of 4,162 shares — an estimated $282K sold.

Valmark Advisers first reported a position in EDV in Q3 2024 and held it in 2 quarters. The position peaked at $523K in Q3 2024. 194 funds tracked by Wall St. Rank hold EDV as of Q1 2025.

  • Valmark Advisers reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2025 after selling out during the quarter.
  • Valmark Advisers sold 4,162 Vanguard World Funds Extended Duration ETF shares in Q1 2025, an estimated $282K.
  • Valmark Advisers first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and held it in 2 quarters.
  • Valmark Advisers's Vanguard World Funds Extended Duration ETF position peaked at $523K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2025.

Based on Valmark Advisers's 13F filing for Q1 2025, filed 23 Apr 2025.