Atria Investments, Inc
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 1535865
Charlotte, NC
Position in EDV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$390,349
-$468,303 QoQ
Shares Held
6,010
-54.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $390,349 | 6,010 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $858,652 | 13,208 | Shares | Sole | 2026-02-05 | |
| 2024-09-30 | $885,244 | 11,110 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $608,495 | 8,289 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,766,129 | 21,796 | Shares | Sole | 2024-02-14 | |
| 2020-09-30 | $1,573,482 | 9,504 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||