Beverly Hills Private Wealth, LLC EDV — VANGUARD WORLD FD

Ownership history in Beverly Hills Private Wealth, LLC  ·  6 quarters on record

AI Ownership Summary

Beverly Hills Private Wealth, LLC reported VANGUARD WORLD FD (EDV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.72% in 2026 Q1. The latest visible filing shows EDV at 0.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beverly Hills Private Wealth, LLC's position in VANGUARD WORLD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EDV was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EDV stock page Beverly Hills Private Wealth, LLC fund profile Beverly Hills Private Wealth, LLC full holdings
How Beverly Hills Private Wealth, LLC held EDV — position size vs. price
% of Fund (quarterly)    EDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 66,577 +13,996 +26.6% 0.72% $4.3M 2026-05-04 $62.89
2025 Q4 UNCHANGED — — — 52,581 — 0% 0.64% $3.6M 2026-02-04 $63.75
2025 Q3 ADDED — — — 52,581 +5,749 +12.3% 0.64% $3.6M 2025-11-10 $66.86
2025 Q2 ADDED — — — 46,832 +7,607 +19.4% 0.59% $3.2M 2025-07-29 $63.41
2025 Q1 ADDED — — — 39,225 +15,019 +62.0% 0.55% $2.8M 2025-04-30 $65.07
2024 Q4 INITIATED — — — 24,206 — — 0.33% $1.6M 2025-02-14 $65.45

🏢 Other funds also holding EDV

As of 2026 Q1 — sorted by position size

Fluent Financial, LLC 3Y 7Y 12.53% CAPITAL CITY TRUST CO/FL 3Y 7Y 9.85% CLEAR INVESTMENT RESEARCH, LLC 3Y 7Y 8.19% Valtinson Bruner Financial Planning LLC 3Y 7Y 5.9% One Wealth Map LLC 3Y 5.43% Diesslin Group, Inc. 4.11% Sellwood Investment Partners LLC 2.92% Englebert Financial Advisers, LLC 1.99% Fermata Advisors, LLC 3Y 1.4% Harpswell Capital Advisors, LLC 1.29%

FAQ About Beverly Hills Private Wealth, LLC and EDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beverly Hills Private Wealth, LLC reported owning EDV?

Beverly Hills Private Wealth, LLC reported EDV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EDV position in Beverly Hills Private Wealth, LLC's portfolio?

The largest reported portfolio weight for EDV was 0.72% in 2026 Q1.

What is the latest reported EDV position on this page?

The most recent filing on this page is 2026 Q1, when Beverly Hills Private Wealth, LLC reported 66,577 shares, equal to 0.72% of portfolio, with an estimated market value of $4.3M.

What does the chart on this EDV ownership page compare?

The chart compares Beverly Hills Private Wealth, LLC's quarterly EDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beverly Hills Private Wealth, LLC time their EDV position?

Based on 13F filing dates vs. subsequent EDV price moves, Beverly Hills Private Wealth, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on EDV relative to SPY over the holding period was -16.7%.

← Back to Beverly Hills Private Wealth, LLC Holdings