MAI Wealth Advisors »

Vanguard Extended Duration ETF shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $61k 894 68.45
2025-06-30 $3.0k 44 67.32
2025-03-31 $74k 1.0k 71.11
2024-12-31 $3.0k 44 67.73

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Vanguard Extended Duration ETF

Midland Wealth Advisors
Mirae Asset Global Investments
LPL Financial
Adviser Investments
Susquehanna International
Hantz Financial Services
SBI Securities
Fluent Financial
Harvest Portfolios Group
Harbour Investments
Valtinson Bruner Financial Planning
Alliancebernstein
Mml Investors Services
Raymond James Financial
Janney Montgomery Scott

View all funds holding Vanguard Extended Duration ETF