EP Wealth Advisors »

Vanguard Extended Duration ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Extended Duration ETF (EDV) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard Extended Duration ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Extended Duration ETF held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Extended Duration ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $24M 365k 64.95

More positions owned by EP Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for EP Wealth Advisors

Top funds holding Vanguard Extended Duration ETF

Midland Wealth Advisors
Mirae Asset Global Investments
Hantz Financial Services
Adviser Investments
LPL Financial
Susquehanna International
Capital City Trust Company
SBI Securities
Fluent Financial
Quadrature Capital
Jane Street
Cadence Wealth Management
Harvest Portfolios Group
EP Wealth Advisors
Harbour Investments

View all funds holding Vanguard Extended Duration ETF