Cadence Wealth Management LLC
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 1845250
WESTBOROUGH, MA
Position in EDV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,939,562
-$6,975,452 QoQ
Shares Held
275,654
-28.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
17.90%
of 13F equity value
Holder Rank
#6
of 83 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,939,562 | 275,654 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $24,915,014 | 383,603 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,804,873 | 212,350 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,072,857 | 44,892 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||