CWC Advisors, LLC.
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 1520683
LAKE OSWEGO, OR
Position in EDV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$358,134
-$27,960 QoQ
Shares Held
5,514
-7.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $358,134 | 5,514 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $386,094 | 5,939 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,730,086 | 83,712 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,541,885 | 82,346 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,723,501 | 80,488 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,103,836 | 16,300 | Shares | Sole | 2025-03-18 | |
| 2024-09-30 | $1,120,778 | 14,066 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||