Lifetime Wealth Management P.C.
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 2116339
ROCKWALL, TX
Position in EDV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,538,295
+$51,590 QoQ
Shares Held
23,637
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#52
of 124 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,538,295 | 23,637 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,486,705 | 22,890 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,455,703 | 22,392 | Shares | Sole | 2026-03-25 | |
| No filing history on record for this holder in this stock. | ||||||