MAI Capital Management
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 1040197
INDEPENDENCE, OH
Position in EDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$963,769
+$905,704 QoQ
Shares Held
14,809
+1556.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#40
of 83 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EDV Over Time
Shares Held
Position Value (USD)
All Filings in EDV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,769 | 14,809 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $58,065 | 894 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,118 | 894 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $61,194 | 894 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,961 | 44 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $74,238 | 1,044 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,979 | 44 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||