Integrated Wealth Concepts LLC
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 1737109
WALTHAM, MA
Position in EDV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$94,040
-$163,674 QoQ
Shares Held
1,445
-61.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 83 holders
Holding Since
Mar 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,040 | 1,445 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $257,714 | 3,765 | Shares | Sole | 2025-11-14 | |
| 2022-03-31 | $600,201 | 4,931 | Shares | Sole | 2022-05-12 | |
| 2020-09-30 | $2,347,640 | 14,180 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $21,350,627 | 128,595 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $16,806,406 | 100,241 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||