EP Wealth Advisors, LLC
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 1540569
TORRANCE, CA
Position in EDV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,061,572
+$356,511 QoQ
Shares Held
369,723
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#5
of 83 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EDV Over Time
Shares Held
Position Value (USD)
All Filings in EDV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,061,572 | 369,723 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,705,061 | 364,974 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||