Beverly Hills Private Wealth, LLC
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 1965710
BEVERLY HILLS, CA
Position in EDV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,171,777
+$847,601 QoQ
Shares Held
79,468
+19.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#34
of 124 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,171,777 | 79,468 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $4,324,176 | 66,577 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,528,417 | 54,275 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,599,168 | 52,581 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,151,793 | 46,832 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,789,289 | 39,225 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,639,230 | 24,206 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||