AE Wealth Management LLC

Position in EDV — Vanguard World Funds Extended Duration ETF

CIK 1697723 TOPEKA, KS

Position in EDV

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$908,065

-$92,828 QoQ

Shares Held

13,981

-9.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$908,065	13,981	-9.2%	Shares	Sole	2026-05-13
2025-12-31	$1,000,893	15,396	-4.2%	Shares	Sole	2026-01-26
2025-09-30	$1,099,923	16,069	-7.2%	Shares	Sole	2025-11-03
2025-06-30	$1,165,299	17,315	-3.7%	Shares	Sole	2025-08-06
2025-03-31	$1,279,197	17,989	-17.7%	Shares	Sole	2025-05-06
2024-12-31	$1,480,223	21,858	-20.8%	Shares	Sole	2025-02-13
2024-09-30	$2,199,885	27,609	-66.6%	Shares	Sole	2024-11-14
2024-06-30	$6,075,338	82,759	-46.9%	Shares	Sole	2024-08-12
2024-03-31	$11,945,616	155,948	-58.0%	Shares	Sole	2024-05-15
2023-12-31	$30,100,052	371,468	-5.5%	Shares	Sole	2024-02-14
2023-09-30	$27,520,599	392,983	+12.8%	Shares	Sole	2023-10-11
2023-06-30	$30,341,369	348,471	+166.2%	Shares	Sole	2023-07-10
2023-03-31	$11,854,311	130,929	+3.2%	Shares	Sole	2023-04-14
2022-12-31	$10,503,589	126,809	-36.9%	Shares	Sole	2023-01-31
2022-09-30	$17,437,814	201,105	+32.4%	Shares	Sole	2022-10-25
2022-06-30	$15,214,553	151,948	+6.4%	Shares	Sole	2022-08-03
2022-03-31	$17,383,076	142,812	+21.9%	Shares	Sole	2022-04-18
2021-12-31	$16,407,580	117,197	+63.7%	Shares	Sole	2022-01-20
2021-09-30	$9,704,625	71,605	+64.5%	Shares	Sole	2021-11-01
2021-06-30	$5,890,973	43,524	+86.6%	Shares	Sole	2021-07-21
2021-03-31	$2,927,897	23,328	+229.7%	Shares	Sole	2021-04-27
2020-12-31	$1,077,522	7,075	-33.5%	Shares	Sole	2021-02-01
2020-09-30	$1,762,220	10,644	+156.3%	Shares	Sole	2020-11-06
2020-03-31	$696,291	4,153	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.