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Wealthspire Advisors (New York)’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Wealthspire Advisors (New York)’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
-1,541
Closed -$105K – 1543
2025
Q3 		$105K Buy
+1,541
New +$102K ﹤0.01% 994

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 $445B AUM 25.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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 $482M AUM 21.95% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Wealthspire Advisors (New York)'s EDV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2025, closing a stake of 1,541 shares — an estimated $105K sold.

Wealthspire Advisors (New York) first reported a position in EDV in Q3 2025 and held it in 1 quarter. The position peaked at $105K in Q3 2025. 201 funds tracked by Wall St. Rank hold EDV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,541 Vanguard World Funds Extended Duration ETF shares in Q4 2025, an estimated $105K.
  • Wealthspire Advisors (New York) first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Vanguard World Funds Extended Duration ETF position peaked at $105K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.