Worth Asset Management, LLC
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 1927285
DALLAS, TX
Position in EDV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$711,916
+$549,357 QoQ
Shares Held
10,961
+487.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $711,916 | 10,961 | Shares | Sole | 2026-04-17 | |
| 2023-06-30 | $162,559 | 1,867 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $63,921 | 706 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||